Our client located in Harrogate is recruiting for a Financial Services Paraplanner. The role is working full time Monday - Friday, 9am-5pm and in return they are offering a salary of between £38,000- £43,000 p/a dependant on experience. You need to have been a Paraplanner for two years plus, or experience working for an IFA.
Responsibilities:
• Provide administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
• Researching and producing client recommendations.
• Writing reports as directed
• Providing technical support and back up to the Directors.
• Carrying out client portfolio reviews.
• Providing analysis and detailed research for pension transfers and retirement reports.
• Keeping up to date with legislation changes and FCA requirements.
• To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company.
• Undertake all training recommended by the Company.
• Undertake any other tasks as requested by a Director/Manager
Skills
• Attention to detail
• Ability to interpret data and to analyse where existing procedures and practices can be improved.
• Excellent standard of written & verbal communication.
• Possess the ability to work using your own initiative, the preferred candidate must have a can-do attitude, possess the ability to search out solution.
• Ability to manage own time, workload and ensure that all contractual obligations are met with partner firms; and
• Good computer knowledge and skills, must be comfortable with Microsoft word and Excel