Current jobs related to Paraplanner - Harrogate, North Yorkshire - Recruit UK | Certified B Corp™
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout the Role:Lime People Search & Select Ltd is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in the preparation of financial plans and reports.Key Responsibilities:Provide administrative support in the preparation of non-client facing documentation, including financial...
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Experienced Paraplanner
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout the Role:Lime People Search & Select Ltd is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in the preparation of financial plans and reports.Key Responsibilities:Provide administrative support in the preparation of non-client facing documentation, including financial...
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Experienced Paraplanner
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in the preparation of financial plans and reports.Key ResponsibilitiesProvide administrative support in the preparation of non-client facing documentation, including...
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Experienced Paraplanner
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in the preparation of financial plans and reports.Key ResponsibilitiesProvide administrative support in the preparation of non-client facing documentation, including...
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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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Paraplanning Professional
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Paraplanning Professional
7 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Paraplanning Professional
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner RoleLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in the preparation of financial plans and reports.Key Responsibilities:Provide administrative support in the preparation of non-client facing documentation, including...
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Paraplanning Professional
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner RoleLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in the preparation of financial plans and reports.Key Responsibilities:Provide administrative support in the preparation of non-client facing documentation, including...
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Financial Planning Assistant
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Financial Planning Assistant
5 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services. We are proud to be representing a small boutique wealth management firm in Harrogate, seeking an experienced Paraplanner to join their expanding technical team.Job SummaryWe are looking for a skilled Paraplanner to support our client's dynamic...
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Financial Planning Assistant
3 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services. We are proud to be representing a small boutique wealth management firm in Harrogate, seeking an experienced Paraplanner to join their expanding technical team.Job SummaryWe are looking for a skilled Paraplanner to support our client's dynamic...
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Financial Planning Assistant
3 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services. We are proud to be representing a small boutique wealth management firm in Harrogate, seeking an experienced Paraplanner to join their expanding technical team.Job SummaryWe are looking for a skilled Paraplanner to support our client's dynamic...
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Paraplanning Professional
7 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Paraplanning Professional
7 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Financial Planning Assistant
6 days ago
Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Reward Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our financial planning team by preparing financial plans, suitability reports, and letters.Key Responsibilities:Prepare comprehensive financial plans, suitability reports, and letters to...
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Financial Planning Assistant
6 days ago
Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Reward Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our financial planning team by preparing financial plans, suitability reports, and letters.Key Responsibilities:Prepare comprehensive financial plans, suitability reports, and letters to...
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Financial Services Administrator
24 hours ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeFinancial Advisory Firm Seeks IFA Administrator / Trainee ParaplannerLime Search & Select Ltd is a leading Financial Advisory firm providing expert advice to businesses and individuals. We are currently seeking an IFA Administrator / Trainee Paraplanner to join our team.Key Responsibilities:Assess new business submissions and record cases in our internal...
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Financial Services Administrator
1 day ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeFinancial Advisory Firm Seeks IFA Administrator / Trainee ParaplannerLime Search & Select Ltd is a leading Financial Advisory firm providing expert advice to businesses and individuals. We are currently seeking an IFA Administrator / Trainee Paraplanner to join our team.Key Responsibilities:Assess new business submissions and record cases in our internal...
Paraplanner
3 months ago
Are you a paraplanner looking for a team that encourages you to reach your full potential?
Learn more about the general tasks related to this opportunity below, as well as required skills.Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity?
Recruit UK has partnered with a firm based in Harrogate, looking for a paraplanner to join their team.
The company is committed to delivering premier financial advice for present and future generations. Their diverse team provides consistent, high-quality guidance, fostering trusting, long-term relationships with clients. They prioritise tailored financial plans to help clients navigate change and achieve their goals.
This opportunity is ideal for an experienced paraplanner seeking to join a firm that prioritises the well-being of its employees as much as it does its clients.
What's in it for you:
- Salary up to £45,000 (dependent on skill set and experience)
- Hybrid working.
- Private medical.
- Bonus scheme.
- 25 days holiday + bank holidays + birthday off.
- Continued progression.
- Exam support (if not qualified).
Skills and Experience required:
- 1 + years of paraplanning experience as a minimum.
- Level 4 Diploma qualified (desired, but not essential).
- Client-centric approach.
- Excellent verbal and written communication skills.
