Job Description
Company Description
Prosperis Ltd is a firm of independent advisers and employee benefit consultants based in Yorkshire. We specialize in offering expert corporate services including pensions and auto enrolment, group risk benefits, private medical insurance, HR and flex platforms, and business protection solutions. Our individual wealth management services provide comprehensive financial advice on retirement planning, investments, later life planning, and estate planning. Our independent status allows us the freedom to tailor bespoke solutions to meet the unique needs of our clients. At Prosperis Ltd, our goal is to create innovative and objective solutions, building trusted partnerships with our clients through personalized service and quality outcomes.
Role Description
This is a full-time, on-site role for a Paraplanner based in our Head Office in Knaresborough. The Paraplanner will be responsible for providing technical support to financial advisers by preparing and maintaining client files, conducting detailed analyses of clients' financial information, and generating reports. Responsibilities also include creating financial plans, assisting with research and analysis for investment options, and ensuring compliance with regulatory requirements. The role requires close collaboration with advisers to ensure high-quality service delivery and the s...