Posted on Aug 21, 2019 by CV-Library

Harrogate, North Yorkshire, United Kingdom
Customer Service
Immediate Start
£30k - £40k Annual


£30,000 - £40,000 basic salary plus flexi-benefits, free parking, exam support

A successful IFA based in Harrogate are looking for a Paraplanner to join their organisation.

Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the IFA's within the business.

The successful applicant will ideally be Diploma level 4 qualified (or working towards) and you will be given full support to obtain your qualifications up to Chartered by the firm if you so wish

The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers whilst working closely with the Directors / Independent Financial Advisors.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in an exciting and fast paced environment and receive a competitive salary package.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds (Apply online only), or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Reference: 210653585

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