financial paraplanner Work, Jobs in leeds (with Salaries)

Paraplanner
Redmayne Bentley —Leeds
- £45,000 - £55,000 a year
- Full-time
- Financial services
- Communication skills
1d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Lloyds Wealth —Leeds
- From £44,502 a year
- Full-time
- English
- Annual leave
- Work from home
2d
Senior Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Financial Planning Administrator
Exchange Street Claims & Financial Services —Wetherby
- £35,000 a year
- Hybrid work
- Free parking
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Paraplanner
Harper Financial Associates —Wakefield
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Employee discount
Quick apply
7d
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Technical Operations Manager
Benchmark Capital —Harrogate
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
6d
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Financial services
Quick apply
Senior Paraplanner
YorWealth Ltd —York
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Free parking
Quick apply

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Financial Planning Administrator
The Progeny Group Limited —Leeds
Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Quick apply
Senior Financial Planning Administrator
The Progeny Group Limited —Leeds
Financial Services experience – you will bring a minimum of 3 years’ experience with a good understanding of financial products and FCA principles.
Quick apply

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Paraplanner

Redmayne Bentley
Leeds

Apply Now

Job details

Full-time
£45,000 - £55,000 a year
1 day ago

Qualifications

Financial planning
Financial services
Communication skills

Full job description

Hours per Week

Work Pattern

8.00am – 5.00pm

Salary

£45,000 - £55,000

Client Facing

Yes

It’s an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm-wide strategy — building on our strong heritage while continuing to evolve, improve and invest in the future.

Our Financial Planning team is looking for an experienced Paraplanner to add their knowledge and skills to the mix as we grow our client base and handle more complex technical queries.

Your experience will be vital in ensuring that we are always providing the outstanding client service Redmayne Bentley is renowned for, as well as helping to support our Financial Planners with detailed analysis and technical support.

This is a role where someone with experience and a great team ethic can thrive and make a noticeable impact to our aims and mission. Within our close-knit firm, you will not be a small cog in a much larger wheel – you will be valued, appreciated, and respected for your skills as well as rewarded by a firm that truly cares about its colleagues and their wellbeing.

Further specific details about the role can be found in the job description attached to this advert.

What we’re looking for

Qualifications, Experience & Knowledge

Holds at least the Level 4 Diploma in Financial Planning.
At least 3 years of work experience at Paraplanner level or higher.
Strong technical knowledge and proficiency across all areas of Financial Planning.
Experience using financial services tools (such as Intelligent Office, Voyant, FE Analytics)
Good awareness of all relevant rules and regulations, including Consumer Duty.

Skills & Behaviours

Adaptable and Resourceful – can apply sound judgement and initiative to solve problems and react to changing circumstances.
Client Focused – consistently keeps client outcomes at the heart of decision making.
Collaborative Team Player – enjoys working as part of a team with a willingness to share knowledge and ideas with colleagues to support future development of the department.
Confident IT and System User – able to quickly learn and use bespoke systems.
Critical Thinker – consistently able to analyse financial and technical information and generate valuable insights.
Detail-Oriented - maintains highest standards of accuracy.
Organised & Reliable - able to manage and prioritise your own workload in an efficient manner..
Professional Communication Skills – able to communicate in a professional manner (both verbally and written) and adapt approach based on the audience.
Resilient – Able to work effectively during peaks of heavy workload and continue to meet deadlines.

What does the future look like?

Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex client queries and tasks.

Redmayne Bentley provides support for colleagues to achieve industry standard Investments and Financial Planning qualifications, if that is something they wish to do.

Redmayne Bentley has a storied history of colleagues who have chosen to stay and build long and varied careers with us, due to our commitment to personal and professional development.

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you.

We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our future looks more exciting than ever, come and share it with us.

Apply Now

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financial paraplanner jobs in leeds

Paraplanner

Financial Planning Administrator

Paraplanner

Senior Financial Planning Administrator

Financial Planning Administrator

Paraplanner

Holistic Financial Adviser

Paraplanner

Paraplanner

Technical Operations Manager

Team Leader Client Administration

Senior Paraplanner

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