Paraplanner

1 month ago

Harrogate, United Kingdom Unity Resourcing Ltd Full time

ParaplannerHarrogate, full time, Monday -Friday 9am -5pm salary circa £28,000 per annum plus excellent benefits.We are seeking a dedicated and detail-oriented Paraplanner to join our client’s small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral role in supporting the team and the clients. Our client is small, Independent Financial Advisers with an excellent reputation and the backing of a FTSE100 corporation. They provide Independent Financial Advice to clients across the North of England, in a holistic and conscientious manner. It is desirable that you are Level 4 Diploma Qualified in Regulated Financial Planning (or higher or close to being qualified) or have solid experience of working within the financial services industry. Paraplanner responsibilities include:Collating and processing financial information for new and existing clients.Follow a regulated compliance process to facilitate new business. Assess clients current financial arrangements and their current suitability against their needs and objectives.Produce necessary reports to complete new business, including Suitability Reports and other technical documentation to support a regulated process.Liaise with Product Providers and clients. Undertake general administrative tasks. Candidate requirements:A positive attitude with the ability to work on own initiative or as part of a team.Level 4 Diploma in Regulated Financial Planning (or close to being qualified).Similar experience of working in a Financial Advisory office environment Be flexible in responding to the needs of clients and the business.For more information, please contact Kitty – Unity Resourcing or please apply via the link

  • Paraplanner

    3 weeks ago

    Harrogate, United Kingdom GCB Recruitment Full time

    We are currently looking for a Paraplanner to join our clients, a Financial Services Company with more than 45 years of experience in providing fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies.They pride themselves in offering an expert and personal service for their clients in the...

  • Paraplanner

    5 days ago

    Harrogate, United Kingdom Unity Resourcing Full time

    ParaplannerLocation: Harrogate, full time, Monday -Friday 9am -5pm, salary circa £28,000 per annum plus excellent benefits.We are seeking a dedicated and detail-oriented Paraplanner to join our clients small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral role in...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom Unity Resourcing Ltd Full time

    Paraplanner Location: Harrogate, full time, Monday -Friday 9am -5pm, salary circa £28,000 per annum plus excellent benefits. We are seeking a dedicated and detail-oriented Paraplanner to join our clients small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom Unity Resourcing Ltd Full time

    ParaplannerLocation: Harrogate, full time, Monday -Friday 9am -5pm, salary circa £28,000 per annum plus excellent benefits.We are seeking a dedicated and detail-oriented Paraplanner to join our clients small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral role in...

  • Paraplanner

    1 week ago

    Harrogate, North Yorkshire, United Kingdom Unity Resourcing Ltd Full time

    Paraplanner Location: Harrogate, full time, Monday -Friday 9am -5pm, salary circa £28,000 per annum plus excellent benefits. We are seeking a dedicated and detail-oriented Paraplanner to join our clients small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom Unity Resourcing Ltd Full time

    Paraplanner Location: Harrogate, full time, Monday -Friday 9am -5pm, salary circa £28,000 per annum plus excellent benefits. We are seeking a dedicated and detail-oriented Paraplanner to join our clients small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral...

  • Paraplanner

    3 weeks ago

    Harrogate, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a paraplanner looking for a team that encourages you to reach your full potential?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...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a paraplanner looking for a team that encourages you to reach your full potential?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...

  • Paraplanner

    4 weeks ago

    Harrogate, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title**: Paraplanner **Salary**: £35,000 - £40,000 + Benefits (listed below) **Location**: Harrogate, Yorkshire**The Company** A highly prestigious company based in Yorkshire with Clients nationwide, offering a fully independent proposition for nearly 50 years. The company specialises primarily within Investments and Pensions and are currently...

  • 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

    y 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...

  • Paraplanner

    4 weeks ago

    Harrogate, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a paraplanner looking for a team that encourages you to reach your full potential?Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.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...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom Unity Resourcing Ltd Full time

    Paraplanner Harrogate, full time, Monday -Friday 9am -5pm salary circa £28,000 per annum plus excellent benefits. We are seeking a dedicated and detail-oriented Paraplanner to join our client’s small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral role in...

  • Paraplanner

    4 weeks ago

    Harrogate, United Kingdom Unity Resourcing Ltd Full time

    Paraplanner Harrogate, full time, Monday -Friday 9am -5pm salary circa £28,000 per annum plus excellent benefits. We are seeking a dedicated and detail-oriented Paraplanner to join our client’s small and friendly team. You will be working for an Independent Financial Advisers firm, located in the heart of Harrogate and will play an integral role in...

  • Paraplanner

    3 weeks ago

    Harrogate, United Kingdom Recruit UK Full time

    Job Title: Paraplanner Industry: Financial Services Location: Harrogate Salary: Up to £45,000 Job Reference: 9077 Job Description: Are you a paraplanner looking for a team that encourages you to reach your full potential? Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity? Recruit UK has...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom Recruit UK Full time

    Job Title: Paraplanner Industry: Financial Services Location: Harrogate Salary: Up to £45,000 Job Reference: 9077 Job Description: Are you a paraplanner looking for a team that encourages you to reach your full potential? Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity? Recruit UK has...

  • 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 also...

  • 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 Recruit UK | Certified B Corp™ Full time

    Are you a paraplanner looking for a team that encourages you to reach your full potential? 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...