Paraplanner - Harrogate, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
Harrogate, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Paraplanner
Harrogate
£35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits
A successful IFA based in Harrogate is looking for a Paraplanner to join their technical support team.

Applicants will ideally be a minimum of Diploma level 4 qualified and you will be given full support to obtain further qualifications should you wish but if you have strong experience that will certainly be taken into consideration.

You must be able to demonstratestrong experience of report writing and research across a broad product range.

The main responsibilities within the role include providing accurate and compliant reports, on-going monitoring of recommended structures and providers, working closely with the Advisors in relation to investment funds and developing the technical knowledgeof the other support staff.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged.

In return you will work in a supportive and cohesive environment where everyone worksfor the best outcomes for the clients.

You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
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