Paraplanner
other jobs Resource Matters
Added before 1 Days
- England,Yorkshire and The Humber,North Yorkshire,Harrogate
- Full Time, Permanent
- Salary negotiable
Job Description:
The Role
This role entails an hybrid working arrangement
You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.
The Candidate
*Level 4 Dip or working towards
*Experience in a Paraplanning role
*Great communication skills, and the ability to work within a team
*A sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning.
*Knowledge of trusts
*Confidence in using systems e.g. Intelligent Office, FE Analytics
The Rewards
*The salary will be dependent on experience and very competitive
*A range of employee benefits
This role entails an hybrid working arrangement
You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.
The Candidate
*Level 4 Dip or working towards
*Experience in a Paraplanning role
*Great communication skills, and the ability to work within a team
*A sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning.
*Knowledge of trusts
*Confidence in using systems e.g. Intelligent Office, FE Analytics
The Rewards
*The salary will be dependent on experience and very competitive
*A range of employee benefits
Job number 3148243
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metapel
Company Details:
Resource Matters
Company size: 10–19 employees
Industry: Recruitment Consultancy
A Financial Services recruitment business Resource Matters Ltd is a business formed by experienced Recruiters, HR and Senior Financial Services profes...