Address
Form of work
SalaryRole: Paraplanner
Location: Central Harrogate
Hours: Full Time
Salary: £28,000 - £35,000
If you have wealth management experience, you could be a great fit for this role. We are looking for an experienced Paraplanner to join small team based in Harrogate.
Responsibilities:
• Research and Analysis of existing assets of new clients
• Identify clients Risk Profile, investment preferences and objectives
• Prepare Cashflow Plans
• Prepare and draft suitability letters
• Complete client administrative duties as and when required
Essential Skills:
• Previous Paraplanner experience
• Attention to detail
• Good IT knowledge
Benefits:
• Competitive salary
• Full time, office based role
• 1pm finish on Fridays
• 25 days holiday, plus bank holidays
• Company Pension Scheme
• Private Healthcare Scheme
• 4x Death in Service
Ref: 22130
