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Lime People Search & Select Ltd
Harrogate
y 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 product
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
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 produc
Job Source: Lime People Search & Select LtdTaylor James Professional Recruitment
Leeds
Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working clo
Job Source: Taylor James Professional RecruitmentLime People Search & Select Ltd
Leeds
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in
Job Source: Lime People Search & Select LtdCranleigh Personnel
Leeds
Paraplanner Based Leeds Salary: £33,000 - £40,000 Are you a Part or Diploma qualified Paraplanner who is looking for your next move? Are you looking to work with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you are not using your technical skills as much as you should be? Would you like to work in
Job Source: Cranleigh PersonnelReward Recruitment
Knaresborough
Paraplanner (will consider a trainee paraplanner also) Knaresborough £30,000 to £40,000 plus benefits and annual bonus Our client is an expanding Independent Financial Services and Employee Benefit Consultancy business, who are going through a period of growth. They offer effective and bespoke advice and are committed to forming valued and robust r
Job Source: Reward RecruitmentCB3 Associates Ltd
Leeds
The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: Office Location: Guiseley, North Leeds Hybrid/Home Working: 100% office based Package: £34-37k base DOE + bonus & full company benefits Benefits: Standard contributory pension, death in service
Job Source: CB3 Associates LtdReed
Harrogate
Our client is looking for an experienced Paraplanner to join the team based in Harrogate. Ideally, you'll be Diploma qualified, but we'd still love to hear from you if you're working towards this. Responsibilities: Provide research and analysis of investment funds and financial products, whilst considering the client objectives Prepare financial p
Job Source: ReedHarrogate
£ 25000 - 35000/annum 25-35k +bens
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...
Paraplanner / Trainee Paraplanner jobs in Harrogate
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