Our client is looking for an experienced Paraplanner to join the team based in Harrogate. Ideally, you'll be Diploma qualified, but we'd still love to hear from you if you're working towards this.
Responsibilities:
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives
- Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there
- Preparation of fund switch and encashment letters according to advice provided
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
- Liaise with product providers/third parties regarding any technical queries
The ideal candidate will:
- Level 4 diploma qualified
- Good understanding of the financial planning process
- Customer service skills - providing an excellent service to the Adviser and client
- Excellent planning and organisational skills
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of role
Apply today and a member of the team will be in touch to discuss more details with you and answer any questions you may have.