We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
My client, an industry leading rail and civil engineering firm, is looking to hire an experienced Planning Manager on a contract basis, to join their Planning team on the most prestigious rail project in the North East.
Candidate Responsibilities
Develop detail within an existing programme.
Update and monitor progress within a programme against contract requirements.