- Prepare fully compliant reports for Financial Planners clients
- Carry out all Fund purchases in line with company procedures
- Conduct Annual reviews in accordance with SLA's
- Create and maintain a "Best Product" panel to be used in the recommendation process
- Create and maintain the Report Writing / Standard wording libraries
- Participate in regular one to one's with clients
- Maintaining Regulatory and Compliance at all times
-
Paraplanner
1 month ago
Only for registered members HarrogateIDEX are working with one of the most exciting Advisory groups in the UK who require an additional Paraplanner within their Harrogate base. · ...
-
Paraplanner
1 month ago
Only for registered members HarrogateThis is an exciting opportunity to become part of a firm that truly values quality advice collaboration and career development.As a Paraplanner you ll work closely with advisers to deliver high-quality compliant financial advice and play a key part in helping clients achieve thei ...
-
Paraplanner
4 days ago
Only for registered members Harrogate, United KingdomWe urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, · Prepare fully compliant reports for Financial Planners clients · ...
-
Senior Paraplanner
1 week ago
Only for registered members HarrogateWe are recruiting for a Senior Paraplanner to join our rapidly growing financial planning firm in Harrogate. · We are looking for an individual who has obtained chartered status or has extensive experience in technical paraplanning. · You will have excellent knowledge of UK pensi ...
-
Technical Paraplanner
1 day ago
Only for registered members Harrogate, United KingdomWe are recruiting for experienced Paraplanners for our award-winning wealth management client. · You will be supported by the internal administration team and be expected to carry out various duties including preparing reports for clients on financial planning matters. · ...
-
Paraplanner
1 week ago
Only for registered members BradfordWe are looking for a motivated, detail-driven Paraplanner to join our growing practice team.This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession. · Technical & Report Writing · Cl ...
-
Paraplanner
5 days ago
Firestar Consulting KeighleyParaplanner Immediate Start Salary circa £33,000 per annum Based in Silsden · This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession. - Hybrid working (3 office / 2 home after proba ...
-
Paraplanner
1 month ago
Only for registered members LeedsThis is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. · Developing financial planning strategies aligned to client objectives ...
-
Paraplanner
2 weeks ago
Only for registered members LeedsA fantastic opportunity has arisen for a motivated Paraplanner to join our growing financial planning team in Leeds.This role is ideal for someone who has already completed some financial planning exams and is committed to achieving the Level 4 Diploma, with full support provided ...
-
Paraplanner
1 month ago
Only for registered members LeedsA Paraplanner is required to join the Leeds based team of a leading wealth management business. · ...
-
Paraplanner
2 days ago
Only for registered members Ilkley LSWe are a friendly, well-established financial advice firm based in Ilkley looking for an experienced Paraplanner to join our small supportive team. · ...
-
Paraplanner
4 weeks ago
Only for registered members LeedsAn opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. · The office is based in Leeds and would only require 2 days per week in the office. · T ...
-
Paraplanner
2 weeks ago
Only for registered members LeedsA leading independent accountancy and business advisory firm with offices across the North of England and Scotland is seeking a motivated and technically strong Paraplanner to join their Leeds office. · Conduct detailed research to support advisers across a wide range of financia ...
-
Paraplanner
5 days ago
Only for registered members BradfordWe are looking for a motivated Paraplanner to join our growing practice team. · This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long term career in the profession. · You will work closely with our Practice Tea ...
-
Paraplanner
2 weeks ago
Only for registered members LeedsAn established financial planning firm seeks an experienced Paraplanner to join its team. · This is an excellent opportunity for a technically strong individual who enjoys working closely with advisers and producing clear · compliant · technically accurate suitability reports. · ...
-
Paraplanner
5 days ago
Equals One Ltd SilsdenWe are looking for a motivated, detail-driven Paraplanner to join our growing practice team. · This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession. ...
-
Paraplanner
4 weeks ago
Only for registered members LeedsWe are recruiting for a Paraplanner to join our Leeds office and wider Financial Planning Service Line. · The main purpose of this position is to provide technical and advisory support to the Financial Planning Team, · including Financial Planning Consultants and Financial Planni ...
-
Paraplanner
1 month ago
Only for registered members WakefieldA reputable Financial Advisory business is seeking a Paraplanner to join their Wakefield based support team. · ...
-
Paraplanner
1 week ago
Only for registered members LeedsWe want to change lives for the better. · Responsible for creating financial planning recommendations in a way that is understood by our clients whilst meeting regulatory requirements. · Deliver exceptional service to our clients. · Help individuals understand their financial pla ...
-
Paraplanner
1 month ago
Only for registered members Richmond £32,000 - £38,000 (GBP)We're seeking a technically strong Paraplanner to support our Financial Advisers with work across pensions investments tax protection and cashflow planning.This is a great opportunity to join a friendly close-knit supportive team. · ...
-
Paraplanner
1 week ago
Only for registered members Leeds, EnglandWe want to change lives for the better. · Creating financial planning recommendations in a way that is understood by our clients whilst meeting regulatory requirements. · Delivering exceptional service to our clients and taking pride in the accuracy of your work, · making a real ...
Paraplanner - Harrogate - Lime Professional Services
Description
Overview
My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK.
Responsibilities
Qualifications
We are ideally seeking a candidate who is either FPC or Level 4 Diploma qualified (or very close to qualification) with around 2-3+ years extensive experience of Paraplanning, both Research and Report Writing. It would be to your advantage if you have been in a position which allows direct contact with clients, as this will be the case in this position. Any experience with industry standard tools such as FE Analytics, Adviser Office would also be to your advantage.
Benefits
You are rewarded with a great salary and strong benefits package, along with the opportunity to progress within the firm in the longer-term
#J-18808-Ljbffr
-
Paraplanner
Only for registered members Harrogate
-
Paraplanner
Only for registered members Harrogate
-
Paraplanner
Only for registered members Harrogate, United Kingdom
-
Senior Paraplanner
Only for registered members Harrogate
-
Technical Paraplanner
Only for registered members Harrogate, United Kingdom
-
Paraplanner
Only for registered members Bradford
-
Paraplanner
Firestar Consulting- Keighley
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Ilkley LS
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Bradford
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Equals One Ltd- Silsden
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Wakefield
-
Paraplanner
Only for registered members Leeds
-
Paraplanner
Only for registered members Richmond
-
Paraplanner
Only for registered members Leeds, England