Paraplanner
Job Type : Permanent, Full Time
Salary : £28000 – £35000/annum
The opportunity for an experienced Paraplanner to join a leading regional Financial Planning practice in Harrogate.
What's on offer?
* 27 days holiday + bank holidays
* free parking on site
This role is fully office based, so will you need to be prepared to travel to the offices 5 days a week. Working hours are 9am – 17.15pm.
What will the role entail?
* Prepare suitability reports in accordance with the agreed recommendations.
* Undertake research to identify suitable solutions to meet the client’s needs and objectives.
* Prepare information for analysis by the adviser.
* Review investment portfolio, asset allocation, risk profiles etc.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, IFA, Wealth Management, Financial Planning, Financial Adviser, Financial Advisor
