HavenEngland
Join our team at Golden Sands set in the beautiful town of Rhyl with a gorgeous beach setting and lots of Haven fun.Quebec Road, Mablethorpe, Lincs LN12 1QJ GBR.Come andjoin our One Great Team here at Haven as a Fast Food Shift Leader!.Who doesn’t love a good takeaway? .At Haven, we’ve brought some ...
Leeds, 13 mi from Harrogate
Technical Business Analyst - Insurance - Leeds area
My client an insurance organisation is looking for a contract Business Analyst to join them on a policy system upgrade. You must have an insurance background, and the following:
• Must have...
Huddersfield, 26 mi from Harrogate
Technical Business Analyst | £45,000 - £50,000 | EdTech | Remote
An award-winning, client focused, EdTech company, is looking for an experienced Business analyst to take charge and direct the management process for both new and current applications...
MastekLeeds, 13 mi from Harrogate
adhering to timelines and budget upon previous experience to collaborate with multiple stakeholders to understand business requirements and translate into technical specifications (to aid delivery activities) to internal delivery governance processes...
MastekLeeds, 13 mi from Harrogate
activities, adhering to timelines and budget
• upon previous experience to collaborate with multiple stakeholders to understand business requirements and translate into technical specifications (to aid delivery activities)
• to internal delivery governance...
Computer FuturesScholes, 31 mi from Harrogate
Technical Business Analyst contract - Inside IR35 - Technical/infrastructure/Network project
OverviewI'm supporting one of my clients that are seeking a motivated and detail-oriented Business Analyst to join their team ASAP. Key informationRole...
SPG ResourcingLeeds, 13 mi from Harrogate
Job Brief: Inside IR35 Contract Business Analyst with ServiceNow Experience
Position : Inside IR35 Contract Business Analyst
Introduction: Our client, a leading Professional Services firm, is seeking an experienced Business Analyst...
Pathfinder - It RecruitmentLeeds, 13 mi from Harrogate
informed, data and research driven decisions.
This is a remote role with a salary of circa £55k plus benefits.
In this technical Business Analyst position you’ll support existing and upcoming projects and programmes with thorough analysis, while winning...
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Paraplanner / Trainee Paraplanner
Harrogate | Permanent | £25,000 - £35,000/year | www.cv-library.co.uk |
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
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
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