Our client has been providing fully independent advice on pensions, investments, tax, and wealth management for individuals and businesses for over 50 years. Due to the continued growth of the business, they are looking to recruit an experienced Paraplanner to join their busy team at their Harrogate offices.
Requirements
1. At least two years' experience working for an IFA firm
2. Experienced in writing reports, including reviews and new business
3. Ability to work on own initiative and as part of a team
4. Diploma qualified to level 4 preferred but not essential
5. Experience with Xplan an advantage
6. Office based
7. Full time preferred but part time considered
Salary dependant on experience (£38,000 to £45,000)
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