Current jobs related to Financial Planning Assistant - Harrogate, North Yorkshire - NJR Recruitment
-
Financial Planning Assistant
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerLime People Search & Select Ltd is seeking a skilled Paraplanner / Trainee Paraplanner to join their team in North Leeds. As a key member of the Financial Planning department, you will provide technical support to the Financial Advisers and assist in the production of detailed suitability reports for clients.Main...
-
Financial Planning Assistant
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerLime People Search & Select Ltd is seeking a skilled Paraplanner / Trainee Paraplanner to join their team in North Leeds. As a key member of the Financial Planning department, you will provide technical support to the Financial Advisers and assist in the production of detailed suitability reports for clients.Main...
-
Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job DescriptionLime 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 providing high-quality services to our clients.Key Responsibilities:Provide administrative support in the preparation of non-client facing documentation,...
-
Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job DescriptionLime 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 providing high-quality services to our clients.Key Responsibilities:Provide administrative support in the preparation of non-client facing documentation,...
-
Financial Planning Assistant
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeWe are seeking a skilled Paraplanner / Trainee Paraplanner to support our team of Financial Advisers in providing a high-quality service to clients. The successful candidate will be responsible for:Key Responsibilities:Providing technical support to the Financial Advisers in researching new products and writing detailed suitability reports for...
-
Financial Planning Assistant
1 month ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout UsNJR Recruitment is proud to be representing a boutique wealth management firm in Harrogate, seeking an experienced Paraplanner to join their expanding technical team.Key ResponsibilitiesPrepare fully compliant reports for clients, verifying recommendations and aligning with the firm's investment philosophy.Conduct thorough product research on...
-
Financial Planning Assistant
1 month ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout UsNJR Recruitment is proud to be representing a boutique wealth management firm in Harrogate, seeking an experienced Paraplanner to join their expanding technical team.Key ResponsibilitiesPrepare fully compliant reports for clients, verifying recommendations and aligning with the firm's investment philosophy.Conduct thorough product research on...
-
Financial Planning Analyst
7 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAt Lime People Search & Select Ltd, we are seeking an exceptional Paraplanner to join our team in the North Leeds area. Our client is a well-established Investment Management & Financial Planning firm delivering a comprehensive Financial Planning service to individuals and businesses.About the RoleWe are looking for a talented Paraplanner to support our...
-
Compliance Officer Financial Planning
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeCompliance Officer - Financial PlanningLime Search & Select Ltd is seeking an experienced Compliance Officer to join their team in Harrogate. The successful candidate will assist the Compliance Officer with all aspects of the Group's compliance and risk management processes.Key Responsibilities:Work alongside the Compliance Officer to provide assistance and...
-
Compliance Officer
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe are seeking an experienced Compliance Executive to assist the Compliance Officer with all aspects of the Group's compliance and risk management processes.The ideal candidate will have experience working within Compliance in a Financial Planning or Investment Management firm, with strong knowledge of Compliance procedures relating to KYC, TCF, and File...
-
Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom CB3 Associates Ltd Full timeJob Title: ParaplannerCB3 Associates Ltd is seeking an experienced Paraplanner to join their team in Central Harrogate. As a Paraplanner, you will play a crucial role in supporting high-performing financial advisers in HNW client circles.Key Responsibilities:Conduct thorough research and write suitability reports for clients.Process new and existing...
-
Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom CB3 Associates Ltd Full timeJob Title: ParaplannerCB3 Associates Ltd is seeking an experienced Paraplanner to join their team in Central Harrogate. As a Paraplanner, you will play a crucial role in supporting high-performing financial advisers in HNW client circles.Key Responsibilities:Conduct thorough research and write suitability reports for clients.Process new and existing...
-
Financial Planning Specialist
2 months ago
Harrogate, North Yorkshire, United Kingdom CV Library Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...
-
Financial Planning Specialist
2 months ago
Harrogate, North Yorkshire, United Kingdom CV Library Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...
-
Financial Planning Coordinator
2 months ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AdministratorLime People Search & Select Ltd is seeking an experienced Financial Planning Administrator to provide administrative support to a team of Financial Planners/Advisers. The successful candidate will be responsible for:Key Responsibilities:Providing exceptional customer service and being the primary point of contact for company,...
-
Financial Planning Coordinator
2 months ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AdministratorLime People Search & Select Ltd is seeking an experienced Financial Planning Administrator to provide administrative support to a team of Financial Planners/Advisers. The successful candidate will be responsible for:Key Responsibilities:Providing exceptional customer service and being the primary point of contact for company,...
-
Financial Planning Coordinator
2 months ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AdministratorLime People Search & Select Ltd is seeking an experienced Financial Planning Administrator to provide administrative support to a team of Financial Planners/Advisers. The successful candidate will be responsible for:Key Responsibilities:Providing exceptional customer service and being the primary point of contact for company,...
-
Financial Planning Coordinator
2 months ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AdministratorLime People Search & Select Ltd is seeking an experienced Financial Planning Administrator to provide administrative support to a team of Financial Planners/Advisers. The successful candidate will be responsible for:Key Responsibilities:Providing exceptional customer service and being the primary point of contact for company,...
-
Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom CB3 Associates Ltd Full timeJob Title: ParaplannerCB3 Associates Ltd is seeking a skilled Paraplanner to join their team in Central Harrogate. As a Paraplanner, you will play a crucial role in supporting high-performing financial advisers in HNW client circles.Key Responsibilities:Product research and suitability report writingProcess all new and existing businessCoordinate client...
-
Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom CB3 Associates Ltd Full timeJob Title: ParaplannerCB3 Associates Ltd is seeking a skilled Paraplanner to join their team in Central Harrogate. As a Paraplanner, you will play a crucial role in supporting high-performing financial advisers in HNW client circles.Key Responsibilities:Product research and suitability report writingProcess all new and existing businessCoordinate client...
Financial Planning Assistant
2 months ago
NJR 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 administration team. As a Paraplanner, you will be responsible for reviewing, analyzing, and preparing compliant financial plans for clients. Your expertise will ensure that recommendations are in accordance with the Investment philosophy.
Key Responsibilities- Prepare fully compliant reports for Adviser's clients
- Conduct product research on a range of pensions, investments, and other products
- Adhoc project work
- Liaise with clients, providers, and other 3rd parties
The successful candidate will have previous experience working as a Paraplanner, ideally with a Diploma in Financial Planning. Strong communication and interpersonal skills are essential for this role. Our client is looking for a confident, switched-on individual who can deliver a high level of customer service.
What's on Offer- 35 hour week - 1 hour lunch
- Full study support
- 25 days Holiday + Bank Holidays
- Company Pension
- Hybrid Working after probation period
