Location
Harrogate
Salary £35000 - £40000 TypePermanent WorkplaceHybrid Ref88218
Recruiter Managing This Role
Paraplanner up to £40,000 Harrogate
Responsibilities
1. To draft suitability reports with guidance from the Financial Planner
2. Assist in the interpretation of the advisers client meeting and prepare suitable recommendations with a high level of accuracy and care.
3. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
4. To ensure that the customer experience follows the Groups defined standards and TCF is always maintained.
5. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.
Job Requirements
6. Level 4 Diploma.
7. Previous Paraplanning experience, and sound technical knowledge .
8. Ability to work as part of a team and to learn new skills/knowledge.
9. Excellent standard of written and verbal communication skills
10. Analytical mind and excellent attention to detail.