Job Overview

Apply now Role: Paraplanner Location: Harrogate Salary: upto £50,000 plus benefits Reward Recruitment are working with an expanding Financial Planning Firm, who are looking to recruit an experienced Senior Paraplanner to join their expanding team in Harrogate. Your responsibilities would include: Preparation of suitability letters, reports and recommendations for areas including; investments and pensions.Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas.Product and fund research.Formulate illustrations and proposals whilst undertaking research to support recommendations.Provide technical support to complex client queries. Essential experience/skills: Knowledge of life, personal pension and investment products.Level 4 Diploma in Financial Planning qualified. If you are interested in this excellent opportunity then please apply now by sending your CV immediately to Stuart Jeal at Reward Recruitment Limited.

Key Requirements

Investments Paraplanning Pensions Wealth Management IFA