Senior Paraplanner - Wealth Planning & Client Reporting

Asset Recruit; Harrogate; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading wealth management firm in Harrogate is seeking experienced Paraplanners to join their award-winning team. The role involves preparing financial reports for clients, conducting necessary research, and maintaining the annual client review process. Ideal candidates will be motivated to advance their careers in a respected firm with significant client assets. If you possess the required skills, we encourage you to apply today.

Responsibilities

• Preparation of reports for clients on financial planning matters.
• Undertake research as required for specific projects.
• Preparing suitability reports on behalf of the adviser.
• Obtaining quotations to accompany client reports.
• Preparation of packs for meetings with clients including investment valuations.
• Maintain annual Client review process.

Job description

A leading wealth management firm in Harrogate is seeking experienced Paraplanners to join their award-winning team. The role involves preparing financial reports for clients, conducting necessary research, and maintaining the annual client review process. Ideal candidates will be motivated to advance their careers in a respected firm with significant client assets. If you possess the required skills, we encourage you to apply today.