Are you an experienced Paraplanner looking to join a highly reputable firm that prides itself on offering a personal service to its clients?
We currently have such an opportunity for an experienced Paraplanner in the Harrogate area to join our client, a Financial Services Company, which offers independent advice on pensions, investments, protection, tax, and wealth management to their clients.
Working hours:
* Monday to Friday 9:00 am – 5:15 pm
The successful Paraplanner will be offered:
* £35,000 - £45,000 salary (based on experience)
* 25 days holiday per annum plus statutory holidays
* Pension contribution
* 2x DIS
* Free parking
To be considered for the Paraplanner role, you must have:
* Previous experience in pensions and investments gained in a similar role, preferably with an IFA
* Diploma qualified (or equivalent) preferred, but not essential depending on experience
* Excellent communication skills, both oral and written - strong telephone skills are a must
* Strong systems and technical abilities, including knowledge of Microsoft Office applications
* The ability to work on your own initiative and deal with enquiries efficiently and in an organized manner
* Knowledge of and proficiency in research tools such as O&M, FE Analytics, Avelo Exchange, Iress Database System, etc.
As a Paraplanner, your role will involve:
* Providing technical, research, and administrative support
* Producing compliant and detailed suitability reports
* Ensuring all client records are fully compliant and up to date
* Conducting annual client reviews
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