This financial planning arm or a regional accountancy practice is currently seeking a paraplanner to join its team in their York office.
Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. In this role you will have administrational support.
You must have experience working in a paraplanning / report writing role and ideally hold level 4 diploma status although this is not essential.
Basic salary up to £42,000, bonus, pension and benefits