Paraplanner

2 weeks ago

Harrogate, United Kingdom Search Full time

Financial Planning Paraplanner / Investment Research Analyst

Salary: £45k+ DOE

Location: Harrogate, North Yorkshire

Hours: Monday to Friday - Hybrid Working Opportunities


The Client will consider Full Time & Part Time.


I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment sectors. This is an excellent opportunity for someone looking for a career in a rewarding role and supportive company who put their people first.

Key Responsibilities of the Paraplanner:

  • Acting as an initial point of contact between consultants, clients, and product providers
  • Preparing for client meetings
  • Researching the marketplace for suitable products in liaison with the consultant
  • Assisting with the management and oversight of model portfolios
  • Preparing compliant draft reports and suitability letters
  • Preparing draft reviews of existing client portfolios
  • Assisting consultants and administration team in ensuring compliance and company standard
  • Dealing with clients and product providers via email, telephone, and written correspondence
  • Referring any advice issues to the consultant
  • Maintaining office diary system
  • Valuation checking

Key Job Competencies of the Paraplanner:

  • Letter writing skills (including pension transfers)
  • Generic product knowledge
  • Client liaison skills
  • Knowledge and appreciation of compliance regulations
  • Diploma Level minimum (Chartered ideal)
  • Previous experience in a similar role

Benefits:

  • 38 days holidays minimum
  • Hybrid working opportunity
  • Discretional Bonus for all staff members

If you are interested in the role, and want to know more about the company, the opportunity and your next career move, please apply and we can arrange a confidential chat about your next move.

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