Senior Financial Planner Assistant

About the Role:We are proud to be supporting a leading national wealth management and financial planning firm in their continued expansion plans. The successful candidate will join their busy team as a Paraplanner, responsible for delivering a first-class service to clients and assisting Financial Planners with full research and suitability report writing...

Job DescriptionWe are proud to be supporting a leading, national wealth management and financial planning firm with continued expansion plans.Candidates will be responsible for providing a first-class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and...

About the JobWe are looking for a skilled Independent Financial Planner to join our team in Harrogate. This self-employed position offers a high earning potential and the chance to work with a variety of clients.ResponsibilitiesYou will be responsible for providing financial advice and guidance to clients in accordance with our firm's policies and...

Job OverviewHomes for Students is a leading student accommodation and facilities management contractor with an expanding national presence.We are looking for a highly skilled Senior Management Accountant to join our team. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and problem-solving...

Senior Urban PlannerWe are seeking a highly motivated and experienced Senior Urban Planner to join our team at Penguin Recruitment. As a Senior Urban Planner, you will play a key role in shaping vibrant and sustainable communities.About the Role:Leading complex planning projects to achieve urban development goals.Collaborating with stakeholders to deliver...

Job Description:We are seeking a skilled Paraplanner to join our successful team at Switch Recruitment Services Ltd. As a Paraplanner, you will provide exceptional support to Financial Planners by conducting thorough research and writing high-quality suitability reports. Your role will involve collaborating closely with the Financial Planner to ensure all...

Harrogate-based Paraplanning PositionAnnual salary: £40,000 + potential bonuses Balance between remote and office work IDEX Consulting Ltd seeks a skilled Paraplanner to enhance their Harrogate operations. A paraprofessional joining our highly accomplished team gains exposure to ambitious growth strategies in the Advisory sector.This senior-level position...

Lime Search & Select Ltd is looking for a skilled Administrative Support Specialist to join their team. As a Financial Planning Administrator, you will play a crucial role in supporting our Financial Planners during a 9-month maternity cover period.Key Tasks:Set up new investments and policies for clients, ensuring accurate and efficient processing.Manage...

Join us at Titan Wealth Holdings Limited, a dynamic financial planning company based in Bristol, UK. As a key player in the industry, we're passionate about helping businesses and individuals achieve their financial goals.Job RoleWe are seeking a highly skilled Paraplanner to support our Financial Planners in delivering exceptional advice packages to...

We are seeking an experienced Financial Planning Assistant to provide administrative support to our Financial Planners. This 9-month maternity cover role will involve updating notes on our back-office system, setting up new investments and policies for clients.Main Responsibilities:Process and complete setup of new investments and policies for clients,...

Job OverviewWe are seeking an experienced Paraplanner to join our Advisory team in Harrogate. This is a fantastic opportunity for a motivated individual to work with a leading advisory group, providing high-quality support to Financial Planners and contributing to the growth of the business.About the RoleThe successful candidate will be responsible for...

Are you a seasoned urban planner looking to take your career to the next level?Senior Town Planner Job DescriptionPenguin Recruitment is seeking an experienced Senior Town Planner to join our client, a leading planning consultancy with offices throughout the North.The successful candidate will have a deep understanding of planning regulations, excellent...

About the OpportunityWe are partnering with a prominent financial services group in the UK to find an experienced Paraplanner for their Harrogate office.The company has garnered significant attention for its recent strategic partnerships, and this trend is expected to continue.This is an exciting opportunity to join a dynamic team that values camaraderie and...

Penguin Recruitment presents an exciting opportunity for a Senior Town Planner to join their consultancy in Harrogate. The position offers a challenging and rewarding experience for individuals with a passion for shaping vibrant communities through sustainable urban planning practices.Responsibilities will include managing complex planning projects from...

Overview of Austin Fraser:Austin Fraser is a top financial planning company based in Harrogate, providing best-in-class advice on wealth management, employee benefits, and retirement planning.We help businesses and their employees explore, set, and achieve their financial goals. Our recent acquisition presents an exciting time for growth and new...

Paraplanning Opportunity£40,000 + annual discretionary bonus Hybrid working pattern available IDEX Consulting Ltd is seeking a skilled Paraplanner to join their team in the Harrogate office. As part of an Advisory group with continued growth and significant acquisitions, this role presents an exciting opportunity for career advancement.The successful...

Key ResponsibilitiesDraft suitability reports with guidance from the Financial Planner, adhering to all compliance requirements.Assist in interpreting adviser-client meetings and prepare suitable recommendations.Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.Update workflow records to facilitate accurate...

At Austin Fraser, we are seeking a highly skilled Paraplanner to join our team in the UK.About the Position:The ideal candidate will have excellent research and report writing skills to support our Financial Planners.This role offers a unique opportunity for growth and new challenges following our recent acquisition.Key Responsibilities:Draft suitability...

We are delighted to partner with a national wealth management and financial planning firm to find talented Paraplanners to join their thriving team. This exciting opportunity allows individuals to develop their skills and contribute to the success of a reputable organisation.As a Paraplanner, you will be responsible for providing top-notch support to...

The Government Legal Department is seeking a talented Senior Planner and Litigation Attorney to join its team in Leeds. This is an exciting opportunity to work on a wide range of planning-related projects, including national planning casework and energy-related planning policy development.As a senior member of the department, you will provide expert advice...