Company Description
Prosperis Ltd is a firm of independent advisers and employee benefit consultants based in Yorkshire. Our corporate offering encompasses pensions and auto enrolment, group risk benefits, private medical insurance, HR and flex platforms, and business protection solutions. For individual wealth, we provide comprehensive financial advice on retirement planning, investments, and estate planning. Our independent status allows us to deliver bespoke solutions tailored to our clients' needs. Our aim is to create innovative and objective solutions to address our clients' financial concerns while providing a first-class, personalized service.
Role Description
This is a full-time on-site role for a Paraplanner located in Knaresborough. The Paraplanner will be responsible for supporting financial planners in creating comprehensive financial plans, conducting research, analyzing clients' financial data, and preparing detailed reports. The role involves liaising with clients, managing documentation, and ensuring effective communication between financial planners and clients.
Qualifications
* Financial Planning and Finance skills
* Analytical Skills and Report Writing skills
* Knowledge in Investments
* Excellent communication and interpersonal skills
* Attention to detail and high level of accuracy
* Ability to work independently and as part of a team
* Relevant certification or qualification in financial planning or related field is a plus