Location
Harrogate
Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref88238
Recruiter Managing This Role
Paraplanner
£35,000 £45,000
Harrogate
Responsibilities:
1. Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.
2. Analyse client portfolios, identifying areas for improvement or opportunities for growth.
3. Prepare detailed financial plans and recommendations tailored to client needs.
4. Draft suitability reports and investment proposals based on advisor instructions.
5. Ensure all financial plans and recommendations meet FCA regulatory requirements.
6. Attending client meetings to gather and review information, including fact-finding and risk profiling.
7. Provide clients with updates on their portfolios or plans as required.
Requirements
8. Diploma in Regulated Financial Planning (Level 4) or working towards it.
9. Previous experience in a paraplanning, financial planning, or advisory support role.
10. Strong knowledge of financial products and services.