ob Opportunity: Paraplanner | Harrogate

An independent financial advisor firm in Harrogate is looking for an experienced paraplanner to join their team.

About the Role

As a paraplanner, you will work closely with advisors to provide high-quality support and ensure clients receive exceptional service. Your main duties will include:

* Writing detailed reports, including client reviews and recommendations for new business

* Supporting financial planners by conducting research and preparing analysis

* Assisting in the preparation of advice and liaising with providers

Candidate Requirements

* At least two years of experience in a similar role within an IFA firm

* Diploma qualified to Level 4 is preferred but not essential

* Experience using Xplan is an advantage

* Ability to work independently as well as part of a team

Salary and Benefits

* Salary: £38,000 to £45,000 (dependent on experience)

* Full-time preferred, but part-time will be considered

* Office-based position

* Additional benefits available including :

* 27 days' holiday per annum, plus statutory holidays

* Group pension scheme

* 2x DIS

* On-site parking

This is an excellent opportunity for a proactive individual looking to advance their career in a reputable IFA firm. If you meet the criteria and are interested in this role, please get in touch with further information or to submit your application