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Harrogate
Paraplanner

Paraplanner

Aspire Recruitment Solutions

Posted 9 hours ago, valid for 17 days

Harrogate, North Yorkshire HG3 4JL

Full Time

Retirement Plan

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Sonic Summary

The position is for a Paraplanner based in Harrogate, offering a salary of up to £50,000 depending on experience.
Candidates should have at least two years of experience working as a Paraplanner in an IFA firm.
The role involves providing technical, research, and administrative support, as well as producing compliant Suitability Reports.
While a Level 4 Diploma is preferred, it is not essential, and support for study time and paid exams will be provided.
The job includes excellent benefits such as 27 days of holiday, a group pension scheme, and on-site parking.

Paraplanner, Harrogate, Salary up to £50,000 (dependent upon experience), parking and excellent benefits

Are you a Harrogate based Paraplanner looking for your next career move? Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced Paraplanner, not necessarily Diploma qualified right not but happy to be supported with study time and paid exams for the future?

Then this could be a fantastic opportunity for you.

The main purpose of 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

In order to apply you will need to have:

At least two years’ experience, as a Paraplanner working for an IFA firm
Experienced in writing reports, including reviews and new business
Ability to work on own initiative and as part of a team
Diploma qualified to level 4 preferred but not essential
Full time preferred but part time considered

27 days’ holiday per annum, plus statutory holidays

Group pension scheme

2x DIS

Parking on site

In return you will earn an excellent salary, flexible working, fantastic benefits and have the opportunity to grow your career in the direction that you want it to grow.

If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat. Contact HELEN SPRIGGS on LINKEDIN

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