Paraplanner / Trainee Paraplanner

1 week ago

Harrogate, United Kingdom Lime People Search & Select Ltd Full time

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.
* Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
* Manage own workload position and provide updates to line manager.
* Commit to continuous personal development and retain supporting records.
* To carry out any other duties as may reasonably be required.
Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position.
A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team

  • Trainee Paraplanner

    2 months ago

    Harrogate, United Kingdom CV-Library Full time

    Trainee 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...

  • Paraplanner / Trainee Paraplanner

    2 months ago

    Harrogate, United Kingdom CV-Library Full time

    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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom Search Full time

    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...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom CV-Library Full time

    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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom Idex Consulting Ltd Full time

    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 the trend looks...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom Njr Recruitment Full time

    About 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?

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom Search Full time

    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...

  • Paraplanner

    7 days ago

    Harrogate, United Kingdom Search Full time

    Financial 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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom Search Full time

    Financial 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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom Search Full time

    Financial 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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Job 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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | 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...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | 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...

  • Paraplanner

    2 days ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    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 the trend...

  • Paraplanner

    1 week ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | 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...

  • Paraplanner

    2 weeks ago

    Harrogate, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | 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...

  • Paraplanner

    2 weeks ago

    Harrogate, UK, North Yorkshire, United Kingdom Search Part time

    Financial 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...

  • Paraplanner

    2 weeks ago

    Harrogate, UK, North Yorkshire, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | 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...

  • Paraplanner

    1 month ago

    Harrogate, United Kingdom NJR Recruitment Full time

    About 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? Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension...

  • Paraplanner

    2 months ago

    Harrogate, United Kingdom NJR Recruitment Full time

    About USNJR 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? Excellent basic salary 30 Days Holiday + Bank HolidaysClose for Christmas Hybrid Working Excellent Enhanced Pension SchemeDeath in Service...