Paraplanner

GCB AGENCY RECRUITMENT; Harrogate; On-site; GBP 35,000 - 45,000; Full time

Job summary

A prestigious financial services firm is seeking an experienced Paraplanner in Harrogate. This role involves providing comprehensive support in pensions and investments while ensuring compliance and producing detailed reports. The successful candidate will enjoy a competitive salary, generous holiday allowance, and additional benefits.

Benefits

25 days holiday plus statutory holidays

Pension contribution

2x DIS

Free parking

Qualifications

• Experience in pensions and investments in a similar role.
• Excellent oral and written communication skills.
• Strong initiative and organizational skills.

Responsibilities

• Provide technical, research, and administrative support.
• Produce compliant and detailed suitability reports.
• Conduct annual client reviews.

Skills

Communication skills

Technical skills

Organizational skills

Education

Diploma (or equivalent)

Tools

Microsoft Office

Research tools

Job description

Are you an experienced Paraplanner looking to join a highly reputable firm that prides itself on offering a personal service to its clients?

We currently have such an opportunity for an experienced Paraplanner in the Harrogate area to join our client, a Financial Services Company, which offers independent advice on pensions, investments, protection, tax, and wealth management to their clients.

Working hours:

• Monday to Friday 9:00 am – 5:15 pm

The successful Paraplanner will be offered:

• £35,000 - £45,000 salary (based on experience)
• 25 days holiday per annum plus statutory holidays
• Pension contribution
• 2x DIS
• Free parking

To be considered for the Paraplanner role, you must have:

• Previous experience in pensions and investments gained in a similar role, preferably with an IFA
• Diploma qualified (or equivalent) preferred, but not essential depending on experience
• Excellent communication skills, both oral and written - strong telephone skills are a must
• Strong systems and technical abilities, including knowledge of Microsoft Office applications
• The ability to work on your own initiative and deal with enquiries efficiently and in an organized manner
• Knowledge of and proficiency in research tools such as O&M, FE Analytics, Avelo Exchange, Iress Database System, etc.

As a Paraplanner, your role will involve:

• Providing technical, research, and administrative support
• Producing compliant and detailed suitability reports
• Ensuring all client records are fully compliant and up to date
• Conducting annual client reviews