Paraplanner

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.