At a Glance
- Tasks: Support Financial Advisers by conducting detailed research and preparing cashflow modelling.
- Company: Hunter Gee Holroyd Limited, a dynamic financial planning firm in York.
- Benefits: Gain valuable experience, enhance your skills, and work in a supportive environment.
- Other info: Join a team that values growth and offers opportunities for career advancement.
- Why this job: Deepen your technical expertise while influencing client recommendations in financial planning.
- Qualifications: 1-2 years of paraplanning experience and a passion for financial advice.
The predicted salary is between 27000 - 33000 £ per year.
Hunter Gee Holroyd Limited in York is seeking an ambitious Paraplanner to support Financial Advisers in delivering high-quality financial planning advice.
The role is suited to someone with 1-2 years’ paraplanning experience who wants to deepen their technical expertise and play an active role in shaping client recommendations.
The successful candidate will conduct detailed research across pensions, investments, protection and taxation; prepare cashflow modelling; and ensure FCA compliance.
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Paraplanner: Grow Technical Expertise & Influence Planning employer: Hunter Gee Holroyd Limited
Hunter Gee Holroyd Limited is an excellent employer located in the vibrant city of York, offering a supportive work culture that values professional growth and development. As a Paraplanner, you will have the opportunity to enhance your technical expertise while working alongside experienced Financial Advisers, ensuring you are well-equipped to make a meaningful impact on client recommendations. With a focus on compliance and quality, the company fosters an environment where ambition is rewarded and employee contributions are recognised.
Contact Details:
Hunter Gee Holroyd Limited Recruitment Team
