Ob Opportunity: Paraplanner | Harrogate
An independent financial advisor firm in Harrogate is looking for an experienced paraplanner to join their team.
About the Role
As 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 business
* Supporting financial planners by conducting research and preparing analysis
* Assisting in the preparation of advice and liaising with providers
Candidate Requirements
* At least two years of experience in a similar role within an IFA firm
* Diploma qualified to Level 4 is preferred but not essential
* Experience using Xplan is an advantage
* Ability 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 considered
* Office-based position
* Additional benefits available including :
* 27 days’ holiday per annum, plus statutory holidays
* Group pension scheme
* 2x DIS
* On-site parking
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 applic...