Paraplanner

Recruiter
Cameron James
Location
Harrogate, UK
Salary
Competitive
Posted
16 Jun 2019
Closes
26 Jun 2019
Ref
1149855918
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
I am seeking a Paraplanner to join a successful, supportive and friendly family-run IFA practice who still retains family values.

As a Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients. You will also offer guidance and support to more junior members within the team.

You will receive:

  • Salary up to £35,000
  • Full Study Support
  • 27 Days Annual Leave (and closure of Christmas)
  • Progression Opportunities
  • Free Parking


Duties will include but will not be limited to:

  • Fund/Product Research
  • Preparing and Implementing Recommendations
  • Preparing/Writing Suitability Report Letters
  • Maintain up to date industry knowledge and awareness by attending training days


The successful Paraplanner must have worked within a Financial Planners doing a similar role, having the Diploma is advtangeous but not a necessity.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Simon Wong.

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