Current jobs related to Paraplanner - Harrogate - Reward Recruitment
-
Paraplanner / Trainee Paraplanner
1 day ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeJob Title: Paraplanner / Trainee ParaplannerWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd. The successful candidate will be responsible for providing technical support to our Financial Advisers, researching new products, and writing detailed technical compliant suitability reports for...
-
Paraplanner / Trainee Paraplanner
1 day ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeJob Title: Paraplanner / Trainee ParaplannerWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd. The successful candidate will be responsible for providing technical support to our Financial Advisers, researching new products, and writing detailed technical compliant suitability reports for...
-
Paraplanner / Trainee Paraplanner
4 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
5 days ago
Harrogate, United Kingdom CV-Library 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
4 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
4 days ago
Harrogate, United Kingdom NJR Recruitment Full timeAbout Us NJR Recruitment is pleased to be representing a small boutique wealth management firm in Harrogate who now have an excellent opportunity for an experienced Paraplanner to join their expanding technical team. As a Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and...
-
Paraplanner / Trainee Paraplanner
3 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
4 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
4 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
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...
-
Experienced Paraplanner
3 weeks ago
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...
-
Experienced Paraplanner
3 weeks ago
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...
-
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...
-
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...
-
Paraplanner
4 weeks 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
3 weeks 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,...
-
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd, a reputable Investment Management & Financial Planning firm based in the North Leeds area. Our company provides a full Financial Planning service to both individuals and businesses.Main ResponsibilitiesProvide a highly...
-
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd, a reputable Investment Management & Financial Planning firm based in the North Leeds area. Our company provides a full Financial Planning service to both individuals and businesses.Main ResponsibilitiesProvide a highly...
-
Paraplanner
1 month 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,...
-
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
Paraplanner
Harrogate
Upto £40,000, plus bonus and benefits
Duties and responsibilities include:
- Prepare Financial Plans, Suitability Reports and Letters.
- Cash flow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
- You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially pensions.
- Ability to use technical financial planning tools, financial modelling and back office software.
