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Job Location | Northallerton |
Education | Not Mentioned |
Salary | £38,000 - £40,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Our national Financial Planning client is now recruiting for an experienced Paraplanner to join their friendly and enthusiastic team for one of their 10 office locations across the UK.The business is going from strength to strength with rapid growth, expansion due to recently securing Private Equity funding. There has never been a better time to join the company.The successful candidate will work closely with the Financial Advisers by providing technical support in the process of servicing clients financial advice needs, providing excellent standards of client service, and conduct detailed research on clients existingand potential arrangements. After assessing these against the client’s financial objectives, you’ll produce timely and compliant Financial Planning Reports.Main duties:The role will see you working closely with the Paraplanning Team Leader, Adviser Support Operations Manager and an established team of Paraplanners.Full Paraplanning support to the Wealth Planning Advisers includes: