Paraplanner – High Net Worth Reporting & Research

Lime Professional Services; Harrogate; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

30 days holiday

9% non-contributory Pension

Company Bonus Scheme

4x DIS

Job summary

A reputable financial services firm in Harrogate is looking for a Paraplanner to provide technical support to advisers and produce suitability reports. The ideal candidate will have a Diploma in Financial Planning and 1-3 years of experience in a Paraplanning role. This position offers a competitive salary, 30 days of holiday, a 9% pension plan, and other benefits while working as part of a successful team.

Qualifications

• 1-3 years experience within a Paraplanning role.
• Good solid experience within Report Writing.
• Part-qualified candidates may also be considered.

Responsibilities

• Provide a highly technical service to advisers.
• Produce suitability reports for client reviews.
• Assist with research for Asset Allocation on portfolios.

Skills

Report Writing

Research Methodologies

Client Management

Education

Diploma in Financial Planning / Level 4 qualified

Job description

A reputable financial services firm in Harrogate is looking for a Paraplanner to provide technical support to advisers and produce suitability reports. The ideal candidate will have a Diploma in Financial Planning and 1-3 years of experience in a Paraplanning role. This position offers a competitive salary, 30 days of holiday, a 9% pension plan, and other benefits while working as part of a successful team.