Paraplanner
2 weeks ago
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 set to continue for the foreseeable.
The successful applicant will be part of an outgoing team who enjoy a togetherness and strong work-ethic, whilst enjoying a supportive team culture.
Duties include;
- Draft suitability reports with guidance from the Financial Planner, in accordance with all compliance requirements
- Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
- Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
- Update workflow records to facilitate the production of accurate management information
- Obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
The successful applicant is required to have completed their Diploma in Financial Planning.
-
Paraplanner / Trainee Paraplanner
1 week 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...
-
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...
-
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...
-
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...
-
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...
-
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?
-
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...
-
Paraplanner
7 days 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...
-
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...
-
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...
-
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...
-
Paraplanner
2 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...
-
Paraplanner
1 week 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...
-
Paraplanner
1 week 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...
-
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...
-
Paraplanner
1 month 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? 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 timeAbout 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...
-
Paraplanner
1 month ago
Harrogate, United Kingdom NJR Recruitment Full timeAbout 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...
-
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...
-
Paraplanner Professional
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeWe are seeking a skilled Paraplanner to join our team at NJR Recruitment, providing technical analysis for high net worth clients and working closely with a small team of advisers.Benefits include:Excellent basic salary30 Days Holiday + Bank HolidaysHybrid WorkingExcellent Enhanced Pension SchemeDeath in Service CoverCritical Illness CoverIncome...