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Paraplanner
1 month ago
My 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 preparing compliant plans for client which verify any recommendations made and that are in line with the companies Investment philosophy.
Specifically you'll:
Prepare fully compliant reports for Financial Planners clients
Carry out all Fund purchases in line with company procedures
Conduct Annual reviews in accordance with SLA's
Create and maintain a "Best Product" panel to be used in the recommendation process
Create and maintain the Report Writing / Standard wording libraries
Participate in regular one to one's with clients
Maintaining Regulatory and Compliance at all times
We are ideally seeking a candidate who is either FPC or Level 4 Diploma qualified (or very close to qualification) with around 2-3+ years extensive experience of Paraplanning, both Research and Report Writing. It would be to your advantage if you have been in a position which allows direct contact with clients, as this will be the case in this position. Any experience with industry standard tools such as FE Analytics, Adviser Office would also be to your advantage.
You are rewarded with a great salary and strong benefits package, along with the opportunity to progress within the firm in the longer-term.
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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 -...
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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...