Paraplanning Professional
2 months ago
We are seeking a 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.
The successful candidate will be responsible for providing a highly technical service to our team of advisers, assisting with the provision of fully compliant, accurate, potentially complex reports, and conducting research for Asset Allocation on clients existing portfolios.
Main Responsibilities:
- Assist with the provision of fully compliant, accurate, potentially complex reports, including analysis, detailed research of funds and providers, and product recommendations for presentation to clients.
- Conduct research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
- Assist with obtaining valuations, quotations, and supporting application documentation.
- Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Manage own workload position and provide updates to line manager.
- Commit to continuous personal development and retain supporting records.
Requirements:
- Diploma in Financial Planning / Level 4 qualification or equivalent experience.
- 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong communication and interpersonal skills.
We offer a competitive salary and a strong benefits package, including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, and 4x DIS. If you are a career-focused Paraplanner looking for a challenging role, please apply.
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Paraplanning Professional
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Paraplanning Professional
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Paraplanning Professional
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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Paraplanning Professional
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerOur client, a reputable Investment Management & Financial Planning firm based in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to support their team of Financial Advisers.Main Responsibilities:Provide technical support to the Financial Advisers to deliver high-quality client experiences.Assist in the...
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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...
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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...
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1 month 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...
