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Paraplanner

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Job Description - Paraplanner

Are you an experienced Paraplanner looking to join a highly reputable firm that prides itself on offering a personal service to its clients?

We currently have such an opportunity for an experinced Paraplanner in the Harrogate area to join our clients, a Financial Services Company, who offer independent advice on pensions, investments, protection, tax and wealth management to their clients.

Working hours:

  • Monday to Friday 9:00 am – 5.15 pm

The successful Paraplanner will be offered:

  • £35,000- £45,000 salary (based on experience)
  • 25 days holiday per annum plus statutory holidays
  • Pension Contribution
  • 2x DIS
  • Free Parking

To be considered for the Paraplanner role, you must have:

  • Previous experience in Pensions and Investments gained in a similar role, preferably with an IFA
  • Diploma qualified (or equivalent) preferred, but not essential depending on experience
  • Excellent communicator, both oral and written - strong telephone skills are a must
  • Strong systems and technical abilities, including knowledge of Microsoft Office software applications.
  • The ability to work on our own initiative and deal with enquiries in an efficient and organised manner
  • Demonstrate knowledge of and proficiency in some, if not all, research tools - pension: O&M, fund and portfolio: FE analytics, protection and annuity: Avelo Exchange, Iress Database System

As a Paraplanner, your role will involve:

  • Providing technical, research and administrative support
  • Production of compliant and detailed Suitability Reports
  • Ensure all client records are fully compliant and up to date
  • Annual client reviews
Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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