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.