Paraplanning Professional

4 days ago


Harrogate, North Yorkshire, United Kingdom Austin Fraser Full time

Austin Fraser, a successful Investment Management & Financial Planning firm in North Leeds, is seeking a skilled Paraplanner / Trainee Paraplanner to join their team.

Job Responsibilities
  • To write reports that meet the required standards, assisting Financial Advisers with new business and reviews.
  • To log incoming projects and maintain report templates under the guidance of the Paraplanning Manager.
Key Skills and Qualifications
  • Diploma in Financial Planning or Level 4 qualification.
  • 1-3 years of experience in a Paraplanning role, preferably with solid report writing and research skills.

This career-focused position offers a great salary and benefits package, ideal for someone looking to advance their career in Paraplanning.


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