Paraplanner
| Description |
A leading firm of Financial Service Advisers based in Harrogate that is committed to providing the highest level of service and advice to their clients is looking to recruit a paraplanner to work within their highly motivated and friendly team. Duties will include analysing product specifications, researching investments and fund performance, risk and asset allocations, drafting suitability letters and arranging and organising client reviews. |
|---|---|
| Skills & Requirements | You should have full FPC/CFP and an excellent working knowledge of the financial services industry. Experience on 1st software, Microsoft office and Exchange would be helpful. We would also consider an excellent administrator looking to progress into Paraplanning |
| Industry | Financial Services |
| Location | Harrogate |
| Salary | £20-£25k |
| Start Date | ASAP |
It is unlawful to employ a person for this vacancy who does not have permission to live and work in the United Kingdom. Unless the vacancy description states otherwise please ensure you have this permission before applying.
CLD Recruitment (Leeds) are acting in the capacity of an Employment Agency for this vacancy.