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Paraplanner

Lime People Search & Select Ltd
Posted 20 days ago, valid for 6 days
Location

Harrogate, North Yorkshire HG3 4JL

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is an Independent Financial Advisory firm located in Harrogate, seeking an experienced Paraplanner.
  • The role requires a minimum of 2 years of experience in Paraplanning and Writing Suitability Reports.
  • Candidates should ideally hold a Level 4 Diploma or be close to achieving it, with a focus on client portfolio reviews rather than new business.
  • The position offers a competitive salary and the possibility of working from home one day a week.
  • The successful candidate will provide administrative support, research, and technical assistance to the Directors while ensuring compliance with regulations.

My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.

We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:

  • Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
  • Researching and producing client recommendations.
  • Writing reports as directed
  • Providing technical support and back up to the Directors.
  • Carrying out client portfolio reviews.
  • Providing analysis and detailed research for pension transfers and retirement reports.
  • Keeping up to date with legislation changes and FCA requirements.
  • To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company.

We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required.

This role is predominantly Office based, however there may be the opportunity to be working 1 day a week from home.

A great salary and working environment is offered for the role.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.