Paraplanner

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 | 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...

Junior Mortgage Broker / Mortgage ParaplannerAre you looking for a career not just a job?Are you fully CeMAP qualified and keen to develop you career as a Mortgage Broker?We are looking to recruit a Junior Mortgage Broker / Mortgage Paraplanner (Must be CeMAP qualified) to support the director of an award-winning financial services company. Based from their...

Job DescriptionAs a Paraplanner at IDEX Consulting Ltd, you will play a vital role in supporting our Financial Planners in delivering exceptional client service. Your primary responsibilities will include:Drafting suitability reports and assisting with client meetings.Providing guidance to advisers on specific cases and updating workflow records.Obtaining...

About the Role:We are seeking an experienced Paraplanner to join our team at our Harrogate office. The ideal candidate will have a strong background in financial planning and a proven track record of producing high-quality reports.What We Offer:A competitive salary package.Ongoing training and development opportunities.A collaborative and supportive work...

About the Company:Austin Fraser is a reputable Investment Management & Financial Planning firm in North Leeds, seeking an experienced Paraplanner or Trainee to support their Financial Advisers.Job Description:Assist in producing compliant, accurate reports, including analysis, research of funds and providers, and product recommendations for clients.Support...

About IDEX ConsultingIDEX Consulting, a leading advisory group, is seeking an experienced Paraplanner to join their Harrogate office.This exciting opportunity allows you to be part of a forward-thinking team that prioritizes collaboration and employee development.Key Responsibilities:Create comprehensive suitability reports aligned with industry standards,...

Austin Fraser invites applications from experienced Paraplanners who want to take their career to the next level.About the Job:This role involves providing high-quality research and report writing services to our Financial Planners.We offer a dynamic and supportive environment that fosters professional growth and development.Responsibilities:Research and...

About the Role**Join IDEX Consulting Ltd's Team in Harrogate**We are looking for a highly skilled Paraplanner and Support Coordinator to support our financial planners in delivering high-quality services to clients. The ideal candidate will have experience in drafting suitability reports and assisting with client meetings.The role involves working closely...

Are you ready to take your mortgage career to the next level? This is a fantastic opportunity to join a forward-thinking brokerage as a Mortgage Paraplanner, supporting expert Mortgage Brokers and playing a key role in delivering seamless, client-focused financial solutions.About the CompanyThis established, whole-of-market brokerage prides itself on...

Company OverviewLime People Search & Select Ltd is a reputable Investment Management and Financial Planning firm based in North Leeds.We are seeking an experienced Paraplanner or Trainee Paraplanner to support our Financial Advisers in researching new products and writing detailed technical suitability reports for clients.

**Company Overview:**Austin Fraser, a well-established Investment Management & Financial Planning firm based in the North Leeds area, offers a full Financial Planning service to both individuals and businesses.We require a Paraplanner / Trainee Paraplanner to join our existing team in supporting the Financial Advisers of the business in researching new...

**Job Summary:**We are seeking an experienced Paraplanner or Trainee Paraplanner to support our Financial Advisers in researching new products and producing technical reports for clients. The ideal candidate will have experience in report writing and research methodologies.The successful applicant will work closely with our Paraplanning Manager to log...

Austin Fraser, a successful Investment Management & Financial Planning firm in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to join their team.Job ResponsibilitiesTo write reports that meet the required standards, assisting Financial Advisers with new business and reviews.To log incoming projects and maintain report templates under the...

We are currently seeking a talented Paraplanner / Trainee Paraplanner to join our dynamic team at Lime People Search & Select Ltd in North Leeds. As a key member of our financial planning team, you will provide technical expertise to support the delivery of high-quality financial planning services to clients.The ideal candidate will possess a strong...

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...

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...

We are seeking an ambitious and detail-oriented Paraplanner or Trainee Paraplanner to join our fast-paced Investment Management and Financial Planning firm. As a valued member of our team, you will play a crucial role in supporting our Financial Advisers with research and writing technical suitability reports for clients.About the PositionTo provide...

Lime People Search & Select Ltd, a leading provider of investment management and financial planning services, requires a skilled Paraplanner / Trainee Paraplanner to join its team in North Leeds. As a key member of the financial planning team, this professional will be responsible for providing technical support to financial advisers, including research and...

Lime People Search & Select Ltd, a reputable Investment Management and Financial Planning firm, seeks an experienced Paraplanner or Trainee Paraplanner to join its dynamic team. As a key member of the team, you will be responsible for providing high-quality research and analysis to support the firm's Financial Advisers in delivering exceptional client...