Yorkshire: North Yorkshire.
Paraplanner / Financial Services Administrator - Financial Services Practice - excellent basic per annum plus free parking, pension, Life Assurance, office closure at Christmas, holiday birthday, option to purchase extra holiday, incentives towards Industry qualifications. The office is situated within commutable distance from Scarborough and surrounding areas as well as York, Malton, Pickering & Whitby.
An experienced Paraplanner / Financial Services Administrator is required to join an established and very reputable Financial Services Practice within the Scarborough area.
As a Paraplanner / Financial Services Administrator you will join a small team of IFA's and support staff where you will provide paraplanning / financial services administration support to the IFA's checking fact finds, obtaining illustrations / quotations and helping write recommendations / suitability reports. You will also be a key contact to clients helping with queries and information requests. You will be working with a wide range of Financial Services products including Life, Protection, Pensions including specialist pensions and Investments.
This is a full-time, permanent role working Monday to Friday 9.00am - 5.00pm
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