Job Description
Paraplanner
Location: Harrogate
Salary £40k to £43k DOE, plus discretionary bonus and benefits.
A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.
Role Overview: The Paraplanner will provide technical support to a team of advisers, ensuring clients receive a positive professional experience. This includes report writing support, production of suitability reports based on client needs, and assisting the Paraplanning team in maintaining up-to-date report templates and models.
Paraplanner Job Responsibilities:
1. Assist in the provision of fully compliant, potentially complex reports, including analysis, research, and product recommendations for presentation to clients.
2. Conduct research for asset allocation on clients' existing portfolios, quantifying and analysing existing investments.
3. Obtain valuatio...