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Job Location | Northallerton |
Education | Not Mentioned |
Salary | £30,000 - £45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Paraplanner - Hybrid working availableA fantastic opportunity has arisen for an Experienced Paraplanner to join a thriving firm of financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individualand corporate and investments.You will join a dynamic team who work together to support a large team of busy holistic financial planners.On offer will be a varied role within a fast-paced business, a competitive salary and a long term career. Full study support will be provided to attain chartered status.The roleThe successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude torisk and help them to create a suitable financial plan for the future.Core tasks will involve: