Paraplanning Professional
4 days ago
Austin Fraser, a successful Investment Management & Financial Planning firm in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to join their team.
Job Responsibilities- To write reports that meet the required standards, assisting Financial Advisers with new business and reviews.
- To log incoming projects and maintain report templates under the guidance of the Paraplanning Manager.
- Diploma in Financial Planning or Level 4 qualification.
- 1-3 years of experience in a Paraplanning role, preferably with solid report writing and research skills.
This career-focused position offers a great salary and benefits package, ideal for someone looking to advance their career in Paraplanning.
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Paraplanning Expert
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeJob Title: Paraplanning ExpertLime Search & Select Ltd is looking for a skilled Paraplanning Expert to join their team. This role offers a salary of £40,000 - £50,000 per annum.About the Role:The successful candidate will be responsible for preparing non-client facing documentation, writing reports, and providing analysis and detailed research for pension...
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Paraplanning Expert
4 days ago
Harrogate, North Yorkshire, United Kingdom IDEX Consulting Ltd Full timeExciting Paraplanning RoleCompetitive annual salary: £40,000 + discretionary bonus Flexibility to work from home or office IDEX Consulting Ltd requires an experienced Paraplanner for their expanding team in Harrogate. This chance allows individuals to grow professionally within an innovative Advisory group experiencing notable success through strategic...
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Investment Management Professional
2 hours ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full time**Job Summary:**We are seeking an experienced Paraplanner or Trainee Paraplanner to support our Financial Advisers in researching new products and producing technical reports for clients. The ideal candidate will have experience in report writing and research methodologies.The successful applicant will work closely with our Paraplanning Manager to log...
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Financial Planning Professional
4 days ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob TitleFinancial Planning ProfessionalWe are seeking a highly skilled and experienced Financial Planning Professional to support our team in delivering exceptional client services. In this role, you will conduct in-depth research on financial products, analyze client portfolios, and prepare detailed financial plans and recommendations tailored to client...
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Retirement Planning Specialist
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeJob Title: Retirement Planning SpecialistLime Search & Select Ltd is seeking a skilled Retirement Planning Specialist to join their team. This role offers a salary of £48,000 - £58,000 per annum.About the Role:The successful candidate will be responsible for preparing non-client facing documentation, writing reports, and providing analysis and detailed...
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Pension Fund Administrator
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeJob Title: Pension Fund AdministratorLime Search & Select Ltd is seeking an experienced Pension Fund Administrator to join their team. This role offers a competitive salary of £45,000 - £55,000 per annum.About the Role:The successful candidate will be responsible for preparing non-client facing documentation, writing reports, and providing analysis and...
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Pensions Management Specialist
4 days ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeAbout the RoleWe are seeking a talented Financial Planning Professional to join our team at Heat Recruitment. In this role, you will be responsible for conducting research on financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations.Responsibilities:Conduct thorough research on financial products.Analyze...
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Regulated Financial Services Advisor
4 days ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob DescriptionHeat Recruitment is seeking a highly skilled Financial Planning Professional to join our team. In this role, you will be responsible for conducting in-depth research on financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations.Key Responsibilities:Conduct in-depth research on financial...
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Paraplanner / Trainee Paraplanner
3 weeks 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...
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Paraplanner / Trainee Paraplanner
3 months 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...
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Paraplanner / Trainee Paraplanner
1 week 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...
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Paraplanner / Trainee Paraplanner
1 week 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...
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Paraplanner
3 weeks ago
Harrogate, United Kingdom CV-Library Full timeRecruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Harrogate offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Harrogate office has seen...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Harrogate offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Harrogate office has seen...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Harrogate offices.Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join.The Harrogate office has seen...