Paraplanning Professional
2 weeks ago
Lime 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 the preparation of financial plans and reports.
Key Responsibilities:- Provide administrative support in the preparation of non-client facing documentation, including financial plans and reports.
- Conduct research and produce client recommendations, ensuring accuracy and attention to detail.
- Write reports as directed, utilizing your technical skills and knowledge of financial products.
- Offer technical support and backup to our directors, ensuring seamless operations.
- Carry out client portfolio reviews, analyzing data and providing insights.
- Stay up-to-date with legislation changes and FCA requirements, ensuring compliance.
- Assist in the smooth running of the department, supporting our directors and adhering to company procedures.
We are looking for a Paraplanner with 2+ years of experience in paraplanning and writing suitability reports. You should be proficient in completing client reviews and have a strong understanding of financial products. A Level 4 Diploma in Paraplanning or equivalent experience is highly desirable.
This role is primarily office-based, with the possibility of working from home one day a week. We offer a competitive salary and a supportive working environment.
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Paraplanning Professional
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Reward Recruitment Limited. As a key member of our financial services team, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesFinancial Planning Support: Assist our financial planners in...
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Paraplanning Professional
7 days ago
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
7 days ago
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
7 days ago
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
7 days ago
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
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a leading provider of financial advisory services, specializing in pensions, investments, retirement planning, tax, trusts, and life & health insurance.Job SummaryWe are seeking an experienced Paraplanner to join our team, specifically to provide administrative support in the preparation of non-client facing...
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Financial Planning Assistant
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses.Job SummaryWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our existing team, supporting our Financial Advisers in...
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Administrative Support Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeJob Summary:Lime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanning Professional, you will be responsible for providing administrative support in the preparation of non-client facing documentation, researching and producing client recommendations, and writing reports as directed.Key Responsibilities:Provide...
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Financial Planning Assistant
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeJob Summary:Lime People Search & Select Ltd is seeking an experienced Paraplanner to join our team. As a Paraplanning Professional, you will provide administrative support in the preparation of non-client facing documentation, research and produce client recommendations, and write reports as directed.Key Responsibilities:Provide administrative support in the...
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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses.Job SummaryWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our existing team, supporting our Financial Advisers in...
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Junior Financial Analyst
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeCompany Overview: Lime People Search & Select Ltd is a distinguished firm specializing in Investment Management and Financial Advisory services. We are committed to delivering comprehensive financial solutions tailored to the needs of both individual clients and corporate entities.Position Summary: We are currently seeking a dedicated Junior Financial...
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Mortgage Broker Assistant
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Pure Resourcing Limited Full timeJob Opportunity: Junior Mortgage Broker / Mortgage Paraplanner Develop Your Career in Financial Services Are you a CeMAP qualified professional looking to advance your career in mortgage broking? We are seeking a highly motivated and experienced Junior Mortgage Broker / Mortgage Paraplanner to join our team at Pure Resourcing Limited. As a key member of our...
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Mortgage Broker Assistant
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Pure Resourcing Limited Full timeJob Opportunity: Junior Mortgage Broker / Mortgage Paraplanner Develop Your Career in Financial Services Are you a CeMAP qualified professional looking to advance your career in mortgage broking? We are seeking a highly motivated and experienced Junior Mortgage Broker / Mortgage Paraplanner to join our team at Pure Resourcing Limited. As a key member of our...
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Paraplanning Professional
1 hour ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee ParaplannerWe 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...
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Paraplanner / Trainee Paraplanner
4 months 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
4 months 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
2 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timey 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
4 months 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 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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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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Financial Adviser
3 weeks ago
Harrogate, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and innovative IFA Practice who are based in North Yorkshire region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team. This is an...