Are you a Diploma Qualified Paraplanner looking for a new opportunity? Do you want the opportunity to work for one of the country's leading advice firms?
My client are looking for someone to join them in their modern Harrogate office. You will be assisting the Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify recommendations made. You will be responsible for preparing fully compliant reports for Adviser's clients as well as creating and maintaining a 'best product' panel to be used in the recomendation process.
Ideally you will be Diploma qualified for this opportunity however my client would also be interested in hearing from experienced Paraplanners who are part qualified at present.
If interested in this opportunity then please apply below!