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£40,000 basic salary + discretionary bonus
Harrogate (3 days office based)
Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Paraplanner to join their team in Harrogate.
The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition in the local market.
Responsibilities:
* Preparing pre-approval documentation prior to report writing.
* Utilising all technology to produce accurate solutions for clients.
* Providing accurate, timely and compliant suitability reports.
* Ensuring all advice documentation is compliant according to FCA guidelines.
* Working with the adviser to gather sufficient client information.
Benefits:
* 30 days annual leave plus bank holidays.
* Discretionary bonus.
* Flexible and hybrid working - 3 days/week in Harrogate.
* Private medical insurance.
* Study support to develop and progress.
The successful candidate will need to have achieved their Level 4 Diploma qualified.
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