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Paraplanner - Part Time
4 weeks ago
**Paraplanner - Harrogate - Part time (3 days per week) - Salary negotiable**
MBF are currently working with a boutique firm of Independent Financial Advisors in Harrogate who are looking to add an experienced Paraplanner to their team on a part time basis
The company is well established in the area and is family run. They provide whole of market financial advice, mainly Pensions and Investments, to private clients across Yorkshire. Many of the clients have been with the company for generations
The role:
- 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
**Requirements**:
- You should have experience of Pensions and Investments
- Ideally you will be Diploma qualified although this is not essential, experience is more important
On offer:
- Part time working hours - 3 days per week
- Salary of up to £35K (pro rata)
- DIS
- Pension
- Free Parking
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