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Paraplanner - Harrogate (Hybrid) - Basic salary to £50,000, benefits and pension

Paraplanner - Harrogate (Hybrid) - Basic salary to £50,000, benefits and pension

MI Search Ltd

Posted 18 days ago, valid for a month

Harrogate, North Yorkshire HG3 4JL

Full Time

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Sonic Summary

Our client, a national wealth management firm with offices across the UK, is seeking an experienced paraplanner for their Harrogate office with hybrid working options.
The paraplanner will collaborate closely with independent financial advisers to provide holistic financial planning solutions for high-net-worth clients.
Key responsibilities include conducting research, performing analysis (including cashflow modelling), providing technical support to advisers, and preparing suitability reports.
Candidates must have paraplanning experience and be CII Level 4 Diploma qualified or close to completion, with a desire for further qualifications.
The position offers a basic salary of up to £50,000, along with benefits and a pension.

Our client who are a national wealth management firm with offices across the UK are currently seeking an experienced paraplanner to work in their Harrogate office (hybrid working).

Working as a paraplanner you will work closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.

You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports.

This firm will support you with technical qualifications and professional development in the role.

You must have paraplanning experience, be CII Level 4 Diploma qualified (or very near to this) and ideally be studying or be keen to study further qualifications.

Basic salary up to £50,000, benefits and pension.

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Paraplanner - Harrogate (Hybrid) - Basic salary to £50,000, benefits and pension

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