Paraplanner

Location:

Harrogate

Salary:

£35,000 - £40,000

Type:

Permanent

Workplace:

Hybrid

Reference:

Ref88218

Position:

Paraplanner up to £40,000 Harrogate

Responsibilities

To draft suitability reports with guidance from the Financial Planner

Assist in the interpretation of the advisers client meeting and prepare suitable recommendations with a high level of accuracy and care.

Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.

To ensure that the customer experience follows the Groups defined standards and TCF is always maintained.

To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.

Job Requirements

Level 4 Diploma.

Previous Paraplanning experience, and sound technical knowledge.

Ability to work as part of a team and to learn new skills/knowledge.

Excellent standard of written and verbal communication skills

Analytical mind and excellent attention to detail.

#J-18808-Ljbffr