Paraplanner - Harrogate, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Harrogate, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Salary:
£35,000 - £40,000 + Benefits (listed below)

Location:
Harrogate, Yorkshire
The Company
A highly prestigious company based in Yorkshire with Clients nationwide, offering a fully independent proposition for nearly 50 years.

The company specialises primarily within Investments and Pensions and are currently looking for a Paraplanner with at least2 years' experience to join the team.

The business prides itself on internal support and development of its people and this translates to good levels of retention and job security.

They are also passionate about being completely transparent with clients and always offering tailored propositionsto help get the best outcome.

The role will be office based so they need someone capable and happy to travel to Harrogate on a regular basis.**
The Role:

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.
Minimum 2 years Paraplanning experience.
Strong understanding of financial products and services.
Ideally Diploma qualified or working towards this.
Knowledge and competence in research tools such as FE Analytics and Iress.

The Benefits

35 days annual leave
Company Pension Scheme
2 x DIS
Free Parking

This is a great opportunity for a Paraplanner looking to join a progressive company which pays its people well and offers a good benefits package too.