Paraplanner
12 hours ago
Job Description Financial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time.
I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment sectors.
This is an excellent opportunity for someone looking for a career in a rewarding role and supportive company who put their people first.
Key Responsibilities of the Paraplanner: Acting as an initial point of contact between consultants, clients, and product providers Preparing for client meetings Researching the marketplace for suitable products in liaison with the consultant Assisting with the management and oversight of model portfolios Preparing compliant draft reports and suitability letters Preparing draft reviews of existing client portfolios Assisting consultants and administration team in ensuring compliance and company standard Dealing with clients and product providers via email, telephone, and written correspondence Referring any advice issues to the consultant Maintaining office diary system Valuation checking
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Paraplanner / Trainee Paraplanner
2 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
2 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
11 hours 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
1 week ago
Harrogate, United Kingdom Search Full timeFinancial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom CV-Library Full timeFinancial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time. I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and...
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Paraplanner
1 week ago
Harrogate, United Kingdom Idex Consulting Ltd Full timeParaplanner | Harrogate £40,000 + annual, discretionary bonus Hybrid working pattern IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base.The business has been in the press for various significant acquisitions during 2024 and the trend looks...
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Paraplanner
12 hours ago
Harrogate, United Kingdom Idex Consulting Ltd Full timeJob Description Paraplanner | Harrogate £40,000 + annual, discretionary bonus Hybrid working pattern IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base.The business has been in the press for various significant acquisitions during 2024 and...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom Njr Recruitment Full timeAbout US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.Whats in it for you?
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Paraplanner / Trainee Paraplanner
12 hours 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
1 week ago
Harrogate, United Kingdom Search Full timeJob Description Financial Planning Paraplanner / Investment Research Analyst Salary: £45k+ DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time. I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the...
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Paraplanner
1 week ago
Harrogate, United Kingdom Search Full timeFinancial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom Search Full timeFinancial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom Search Full timeFinancial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...
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Paraplanner
1 week ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeJob Description Paraplanner | Harrogate £40,000 + annual, discretionary bonus Hybrid working pattern IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during...
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Paraplanner
3 days ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeParaplanner | Harrogate £40,000 + annual, discretionary bonus Hybrid working pattern IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeParaplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeParaplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeParaplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...
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Paraplanner
2 weeks ago
Harrogate, United Kingdom IDEX Consulting Ltd Full timeParaplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...
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Trainee Paraplanner
2 months ago
Harrogate, United Kingdom CV-Library Full timeTrainee Paraplanner Location: Harrogate, Full-time, Office-based Salary: £22,000 - £24,000 p/a We are currently looking for a meticulous and organised Trainee Paraplanner to join our client's team. Our client is a small, Independent Financial Advisers with an excellent reputation and the backing of a FTSE100 corporation. They provide...