Job Description
Our client, a prestigious firm of financial planners in Harrogate are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
* Working closely alongside the Advisers and senior Paraplanners
* Attending client meetings
* Preparing basic suitability reports
* Research & analysis of financial products to meet client requirements
* Preparing recommendations & implementing client recommendations
The Person:
* IFA administration experience (essential)
* Diploma Level 4 or working towards (desirable)
* Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn