Are you an experienced Paraplanner looking to join a highly reputable firm that prides itself on offering a personal service to its clients? We currently have such an opportunity for an experinced Paraplanner in the Harrogate area to join our clients, a Financial Services Company, who offer independent advice on pensions, investments, protection, tax and wealth management to their clients. Working hours: Monday to Friday 9:00 am – 5.15 pm The successful Paraplanner will be offered: £35,000- £45,000 salary (based on experience) 25 days holiday per annum plus statutory holidays Pension Contribution 2x DIS Free Parking To be considered for the Paraplanner role, you must have: Previous experience in Pensions and Investments gained in a similar role, preferably with an IFA Diploma qualified (or equivalent) preferred, but not essential depending on experience Excellent communicator, both oral and written - strong telephone skills are a must Strong systems and technical abilities, including knowledge of Microsoft Office software applications. The ability to work on our own initiative and deal with enquiries in an efficient and organised manner Demonstrate knowledge of and proficiency in some, if not all, research tools - pension: O&M, fund and portfolio: FE analytics, protection and annuity: Avelo Exchange, Iress Database System As a Paraplanner, your role will involve: Providing technical, research and administrative support Production of compliant and detailed Suitability Reports Ensure all client records are fully compliant and up to date Annual client reviews