Planner Work, Jobs in Harrogate, Nyk (with Salaries)

Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Computer literacy
Project Scheduler
Sulzer —Leeds
- Full-time
- Continuous improvement
- Employee assistance programme
- Employee discount
Senior Planner/Works Programmer
Mears Group —Leeds
- Up to £37,000 a year
- Monday to Friday
- Customer service
- Continuous improvement
- Training & development
- Annual leave
- Employee discount
11d
Production and Raw Materials Planner
Inspired Pet Nutrition —Thirsk
- Full-time
- Continuous improvement
- Free parking
- Sick pay
Quick apply
4d
Media Planner
Univisionz Media —Leeds
- £3,700 a month
- Full-time
- Marketing
- Analysis skills
- Bachelor's degree
- Free parking
Quick apply
9d
Senior Project Planner
Ayesa —Leeds
- Hybrid work
- Engineering
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme
Quick apply
Operations Assistant
TIP GROUP —Knottingley
- £31,000 a year
- Communication skills
- Referral programme
Quick apply
Rota Co-ordinator
Leeds Jewish Welfare Board —Leeds
- £26,899 - £31,000 a year
- Call to connect
- Microsoft Word
- Organisational skills
- Communication skills
- Annual leave
Quick apply
Senior Planner
Rural Solutions —Skipton
- Call to connect
- Business development
- Employee assistance programme
Operations Assistant (m/f/x)
TIP GROUP —Leeds
- £31,000 a year
- Communication skills
- Referral programme
Quick apply
8d
Environmental Consultant
AC Sostenibilidad —Leeds
- £4,000 a month
- Full-time
- Engineering
- Research
- Master's degree
- Free parking
Quick apply
10d
Gas Operational Planner - 14.5 hours
Incommunities —Bradford
- £11,748 a year
- Part-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
10d
Assistant Spatial Planner
National Highways —Wakefield
- £39,340 - £44,970 a year
- Full-time
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Materials Planner
PPT Group Ltd —Halifax
- ERP systems
- Continuous improvement
- Organisational skills
Quick apply
8d
Planner
SOCOTEC UK & Ireland —Leeds
- £27,976 - £29,604 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Time management
- Employee assistance programme
- Employee discount
Quick apply
Senior Planner
Sisk —York
- Full-time
- Management
- Annual leave
Hire Desk Controller
Fairfax Plant Hire Ltd —Selby
- £30,000 - £38,000 a year
- Full-time
- Organisational skills
- In-person
- Office experience
Quick apply
5d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
4d
2nd Line Support Consultant
BCN Group —Leeds
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Azure
- Travel
- Computer networking
- Annual leave
- Employee assistance programme
Quick apply
2d

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Paraplanner

BBT Group -
Wakefield

Apply Now

Job details

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Financial planning
Report generation
Suitability report preparation
Computer literacy
Stakeholder liaison
Financial report writing
Filing
Case record updates
Internal department liaison
Microsoft Office Suite
Certificate in Insurance

Full job description

Summary

We are seeking a paraplanner to join our growing Paraplanning Department.

Although the main focus of a Paraplanning role at BBT is working closely with our Financial Planners and the production of client suitability reports, we also offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.

Role profile

Reporting to: Paraplanning Supervisor

Purpose of the Role:

Work closely with BBT Group’s Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner(s).
Assist the Paraplanning Supervisor and Investment Committee with maintaining centrally held research for the firm’s Central Investment Proposition
Maintain accurate information within the firm’s Client Management System.

Specific Responsibilities

Act as a ‘point of contact’ within the office for nominated Financial Planners, ensuring that their cases are logged within the team and providing regular updates on the stage each case is at.
Preparing and maintaining client files.
Preparing compliant suitability reports.
Completion of annual suitability review letters in a timely and accurate manner.
Conducting research on ad-hoc withdrawals of plans to assess suitability.
Liaising with the Client Services department on ad-hoc queries to ensure a continuous, high-quality service is provided to BBT’s clients.
Ensuring that the Client Management System is kept up to date as per firm expectations.
Assisting with the training within the department where applicable.
Adhering to Data Protection and Financial Crime regulations.

Person Specification

The successful candidate will be able to:

Manage their own day to day activities efficiently and effectively.
Maintain personal Continued Professional Development.
Keep up to date with regulatory guidelines, changes within the finance industry and tax regulations.
Present a positive image of the BBT Group in all dealings with advisers, clients, product providers and the public in general.
Maintain positive working relationships with group colleagues.
Ensure clients are treated fairly in accordance with the FCA’s TCF principles.
Communicate effectively, both internally and externally.

Skills and Qualifications

Achieved or working towards RQF Level 4 Financial Planning Diploma (CII preferred but not essential).
Strong working knowledge of Microsoft Office products, specifically Excel, Word and Outlook.
Good general level of IT competency.
Ability to competently work with remote colleagues.
Comfortable working alone and as part of a team.
Confident in independent working and comfortable raising questions where necessary.
Organised and methodical approach to work.
Eagerness to learn and pick up new skills quickly.

Apply Now

Refine Your Search

planner jobs in harrogate, nyk

Paraplanner

Project Scheduler

Senior Planner/Works Programmer

Production and Raw Materials Planner

Media Planner

Senior Project Planner

Operations Assistant

Rota Co-ordinator

Senior Planner

Operations Assistant (m/f/x)

Environmental Consultant

Gas Operational Planner - 14.5 hours

Assistant Spatial Planner

Financial Planning Administrator

Materials Planner

Planner

Senior Planner

Hire Desk Controller

Client Administrator

2nd Line Support Consultant

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