Paraplanner

LocationHARROGATE Salary £45000 - £45000 TypePermanent WorkplaceOn-Site Ref87154 Job Opportunity: Paraplanner | HarrogateAn independent financial advisor firm in Harrogate is looking for an experienced paraplanner to join their team.
This role is ideal for a detail-oriented individual with a strong background in financial planning support.About the RoleAs a paraplanner, you will work closely with advisors to provide high-quality support and ensure clients receive exceptional service.
Your main duties will include: Writing detailed reports, including client reviews and recommendations for new businessSupporting financial planners by conducting research and preparing analysisAssisting in the preparation of advice and liaising with providers Candidate Requirements At least two years of experience in a similar role within an IFA firmDiploma qualified to Level 4 is preferred but not essentialExperience using Xplan is an advantageAbility to work independently as well as part of a team Salary and Benefits Salary: £38,000 to £45,000 (dependent on experience)Full-time preferred, but part-time will be consideredOffice-based positionAdditional benefits available This is an excellent opportunity for a proactive individual looking to advance their career in a reputable IFA firm.
If you meet the criteria and are interested in this role, please get in touch with further information or to submit your application.