Paraplanner / Trainee Paraplanner
1 day ago
My 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 writing detailed technical compliant suitability reports for clients.
The main purpose of the role is: * To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience.
* To provide report writing support including the production of suitability reports for reviews and new business based on client needs.
* To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates.
* The significant majority of reports you will be involved with will be for High Net Worth/complex client situations.
Your day to day responsibilities will include: * Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients.
* Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
* Assist with obtaining valuations, quotations and supporting application documentation.
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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
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
1 day 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
2 weeks 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
2 weeks 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
1 day 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 financial...
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Paraplanner
1 day 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
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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Paraplanner
2 weeks ago
Harrogate, UK, North Yorkshire, United Kingdom Search Part 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...
