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Financial Planning Paraplanner / Investment Research Analyst

Salary: £45k+ DOE
Location: Harrogate, North Yorkshire
Hours: Monday to Friday - Hybrid Working Opportunities

The Client will consider Full Time & Part Time.

I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment sectors. This is an excellent opportunity for someone looking for a career in a rewarding role and supportive company who put their people first.

Key Responsibilities of the Paraplanner:

Acting as an initial point of contact between consultants, clients, and product providers
Preparing for client meetings
Researching the marketplace for suitable products in liaison with the consultant
Assisting with the management and oversight of model portfolios
Preparing compliant draft reports and suitability letters
Preparing draft reviews of existing client portfolios
Assisting consultants and administration team in ensuring compliance and company standard
Dealing with clients and product providers via email, telephone, and written correspondence
Referring any advice issues to the consultant
Maintaining office diary system
Valuation checking

Key Job Competencies of the Paraplanner:

Letter writing skills (including pension transfers)
Generic product knowledge
Client liaison skills
Knowledge and appreciation of compliance regulations
Diploma Level minimum (Chartered ideal)
Previous experience in a similar role

Benefits:

38 days holidays minimum
Hybrid working opportunity
Discretional Bonus for all staff membersIf you are interested in the role, and want to know more about the company, the opportunity and your next career move, please apply and we can arrange a confidential chat about your next move.

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