Paraplanner - Harrogate, United Kingdom - Reward Recruitment

Reward Recruitment
Reward Recruitment
Verified Company
Harrogate, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

beBee Recruiter
Description

Paraplanner

Harrogate


Our client is a financial services company with a wealth of experience of providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.

As a business they pride themselves in offering an expert andpersonal service for their clients.


Main Duties:

Working for the Directors you will provide full paraplanning support, including:

  • 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

The Person:


You will have proven experience of Pensions and Investments gained from working within a similar role, preferably within an IFA or Wealth Management environment.

Diploma qualified (or equivalent) preferred, but not essential depending on experience.

Demonstrate knowledge of and proficiency in research tools ideally to include at least some of the following:


  • Pension Research: O&M
  • Fund and

Portfolio Research:
FE Analytics

  • Protection and

Annuity Research:
Avelo Exchange

  • Iress Database system


The ability to work on our own initiative and deal with general client enquiries in an efficient and organised manner is essential.


How to Apply:

Please send your CV to Stuart at Reward Recruitment Limited or call me directly on

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