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Harrogate
Paraplanner

Paraplanner

GCB Recruitment

Posted 16 days ago, valid for 4 hours

Harrogate, North Yorkshire HG3 4JL

Full Time

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Sonic Summary

An experienced Paraplanner is needed to join a reputable Financial Services Company in Harrogate that provides independent advice on various financial products.
The salary for this position ranges from £35,000 to £45,000, depending on experience.
Candidates should have previous experience in Pensions and Investments, preferably within an IFA environment.
A Diploma qualification is preferred but not essential, as long as the candidate has relevant experience and strong communication skills.
The role involves providing technical support, producing compliant Suitability Reports, and maintaining up-to-date client records.

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 experinced Paraplanner in the Harrogate area to join our clients, a Financial Services Company, who offer 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 communicator, both oral and written - strong telephone skills are a must
Strong systems and technical abilities, including knowledge of Microsoft Office software applications.
The ability to work on our own initiative and deal with enquiries in an efficient and organised manner
Demonstrate knowledge of and proficiency in some, if not all, research tools - pension: O&M, fund and portfolio: FE analytics, protection and annuity: Avelo Exchange, Iress Database System

As a Paraplanner, your role will involve:

Providing technical, research and administrative support
Production of compliant and detailed Suitability Reports
Ensure all client records are fully compliant and up to date
Annual client reviews

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