Paraplanner

3 weeks ago

Harrogate, United Kingdom Search Full time

Financial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment sectors. This is an excellent opportunity for someone looking for a career in a rewarding role and supportive company who put their people first. Key Responsibilities of the Paraplanner:Acting as an initial point of contact between consultants, clients, and product providersPreparing for client meetingsResearching the marketplace for suitable products in liaison with the consultantAssisting with the management and oversight of model portfoliosPreparing compliant draft reports and suitability lettersPreparing draft reviews of existing client portfoliosAssisting consultants and administration team in ensuring compliance and company standardDealing with clients and product providers via email, telephone, and written correspondenceReferring any advice issues to the consultantMaintaining office diary systemValuation checkingKey Job Competencies of the Paraplanner:Letter writing skills (including pension transfers)Generic product knowledgeClient liaison skillsKnowledge and appreciation of compliance regulationsDiploma Level minimum (Chartered ideal)Previous experience in a similar roleBenefits:38 days holidays minimumHybrid working opportunityDiscretional Bonus for all staff membersIf you are interested in the role, and want to know more about the company, the opportunity and your next career move, please apply and we can arrange a confidential chat about your next move. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

  • Paraplanner

    5 days ago

    Harrogate, United Kingdom Reward Recruitment Full time

    **Paraplanner** **Harrogate** **circa. £35,000** Our client is currently recruiting a Paraplanner to join their expanding team. This position will play an important role within their company and has come about as a result of continued company growth. Main Responsibilities: - Conduct thorough research using research tools/systems to complete detailed...

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    3 days ago

    Harrogate, United Kingdom Burgh Recruitment Ltd Full time

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    2 weeks ago

    Harrogate, United Kingdom Ortus PSR Full time

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  • Paraplanner / Trainee Paraplanner

    3 months ago

    Harrogate, United Kingdom CV-Library Full time

    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...

  • Paraplanner / Trainee Paraplanner

    1 month ago

    Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Paraplanner / Trainee Paraplanner

    4 weeks ago

    Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom Search Full time

    Financial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom CV-Library Full time

    Financial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time. I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and...

  • Paraplanner

    5 days ago

    Harrogate, United Kingdom Search Consultancy Full time

    Paraplanner Harrogate £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits A successful IFA based in Harrogate is looking for a Paraplanner to join their technical support team. Applicants will ideally be a minimum of Diploma level 4 qualified and you will be given full support to obtain further qualifications should...

  • Paraplanner

    4 weeks ago

    Harrogate, United Kingdom Search Full time

    Job Description Financial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial...

  • Paraplanner

    4 weeks ago

    Harrogate, United Kingdom Idex Consulting Ltd Full time

    Job Description Paraplanner | Harrogate £40,000 + annual, discretionary bonus Hybrid working pattern IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base.The business has been in the press for various significant acquisitions during 2024 and...

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    4 weeks ago

    Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom Search Full time

    Financial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom Search Full time

    Financial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom Search Full time

    Job Description Financial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time. I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...

  • Paraplanner

    4 weeks ago

    Harrogate, United Kingdom Search Full time

    Job DescriptionFinancial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and...