Paraplanner

6 days ago

Harrogate North Yorkshire, United Kingdom IDEX Consulting Ltd Full time €40,000

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 the trend looks set to continue for the foreseeable.

The successful applicant will be part of an outgoing team who enjoy a togetherness and strong work-ethic, whilst enjoying a supportive team culture.

Duties include;

  • Draft suitability reports with guidance from the Financial Planner, in accordance with all compliance requirements
  • Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
  • Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
  • Update workflow records to facilitate the production of accurate management information
  • Obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate

The successful applicant is required to have completed their Diploma in Financial Planning.

  • Paraplanner

    1 month ago

    Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    About US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business. Whats in it for you? Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension Scheme Death...

  • 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

    2 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 / Trainee Paraplanner

    4 days 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

    2 weeks 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

    3 weeks 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

    2 weeks ago

    Harrogate, United Kingdom Idex Consulting Ltd Full time

    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 the trend looks...

  • Paraplanner

    4 days 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 days 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...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom Njr Recruitment Full time

    About US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.Whats in it for you?

  • Paraplanner (Pensions Management)

    1 month ago

    Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    About US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business. Excellent basic salary ~30 Days Holiday + Bank Holidays ~ Hybrid Working ~ Excellent Enhanced Pension Scheme ~ Critical Illness Cover ~ Private...

  • Paraplanner / Trainee Paraplanner

    4 days 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

    2 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...

  • Paraplanner

    2 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...

  • Paraplanner

    2 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...

  • Paraplanner

    2 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...

  • Paraplanner

    2 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...

  • Paraplanner

    6 days ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    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 the trend...

  • Paraplanner

    2 weeks 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

    2 weeks 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...