Paraplanner / Trainee Paraplanner
3 months ago
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
The main purpose of the role is:
- To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience.
- To provide report writing support including the production of suitability reports for reviews and new business based on client needs.
- To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates.
- The significant majority of reports you will be involved with will be for High Net Worth/complex client situations.
Your day to day responsibilities will include:
- Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients.
- Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
- Assist with obtaining valuations, quotations and supporting application documentation.
- Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Manage own workload position and provide updates to line manager.
- Commit to continuous personal development and retain supporting records.
- To carry out any other duties as may reasonably be required.
Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position.
A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team
-
Paraplanner / Trainee Paraplanner
3 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
-
Paraplanner / Trainee Paraplanner
3 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also...
-
Paraplanner / Trainee Paraplanner
2 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timey client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also...
-
Paraplanner / Trainee Paraplanner
3 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
-
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses.Job SummaryWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our existing team, supporting our Financial Advisers in...
-
Paraplanner
3 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be...
-
Paraplanner
1 day ago
Harrogate, North Yorkshire, United Kingdom CB3 Associates Ltd Full timeCompany OverviewCB3 Associates Ltd is a dynamic and expanding IFA firm seeking an experienced Financial Planning Assistant/Paraplanner to join their back-office support team.Key ResponsibilitiesSupport high-performing financial advisers in HNW client circles with research and suitability report writing workload.Process all new and existing business,...
-
Paraplanner
2 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK. We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and...
-
Paraplanner
2 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK.We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and...
-
Paraplanner
1 month ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK. We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and...
-
Paraplanner
1 week ago
Harrogate, United Kingdom CB3 Associates Ltd Full timeThe Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team: Office Location: Central HarrogateHybrid/Home Working: 100% office-based Package: £32-35k base + discretionary bonus & full company benefits Key Benefits: 8%Pension,...
-
Junior Mortgage Broker
6 days ago
Harrogate, United Kingdom Pure Resourcing Limited Full timeJunior Mortgage Broker / Mortgage Paraplanner Are you looking for a career not just a job? Are you fully CeMAP qualified and keen to develop you career as a Mortgage Broker? We are looking to recruit a Junior Mortgage Broker / Mortgage Paraplanner (Must be CeMAP qualified) to support the director of an award-winning financial services company. Based from...
-
Financial Planning Assistant
1 day ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses.Job SummaryWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our existing team, supporting our Financial Advisers in...
-
Administrative Support Specialist
1 day ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeJob Summary:Lime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanning Professional, you will be responsible for providing administrative support in the preparation of non-client facing documentation, researching and producing client recommendations, and writing reports as directed.Key Responsibilities:Provide...
-
Financial Planning Assistant
1 day ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeJob Summary:Lime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanning Professional, you will provide administrative support in the preparation of non-client facing documentation, research and produce client recommendations, and write reports as directed.Key Responsibilities:Provide administrative support in the...
-
Ifa Administrator
3 months ago
Harrogate, United Kingdom Cooper Johnston Wealth Management Full timeClient Administrator required to joint the Client Support team in a small firm of Chartered Financial Planners providing support to the Directors. This is an interesting and varied role with the opportunity for career development and progression to a Paraplanner. **Job Types**: Full-time, Permanent **Salary**: £23,000.00-£30,000.00 per...
-
Paraplanning Professional
1 day ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a leading provider of financial advisory services, specializing in pensions, investments, retirement planning, tax, trusts, and life & health insurance.Job SummaryWe are seeking an experienced Paraplanner to join our team, specifically to provide administrative support in the preparation of non-client facing...
-
Financial Planning Assistant
1 day ago
Harrogate, North Yorkshire, United Kingdom CB3 Associates Ltd Full timeCompany OverviewCB3 Associates Ltd is a dynamic and expanding IFA firm seeking an experienced Financial Planning Assistant/Paraplanner to join their back-office support team.Key ResponsibilitiesSupport high-performing financial advisers in HNW client circles with research and suitability report writing workload.Process all new and existing business,...
-
Financial Planning Associate
3 months ago
Harrogate, United Kingdom Attivo Group Full time**Financial Planning Associate - Academy Opportunity** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...
-
Wealth Planner
5 days ago
Harrogate, United Kingdom Kingswood Group Full timeAre you an experienced Wealth Planner looking for your next opportunity?We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions.This role will be...
