At a Glance
- Tasks: Support Financial Advisers by analysing client circumstances and preparing suitability reports.
- Company: Hunter Gee Holroyd, a forward-thinking financial services firm.
- Benefits: Flexible working hours, professional development, and a supportive team environment.
- Other info: Join a dynamic team focused on delivering high-quality financial advice.
- Why this job: Make a strategic impact while developing your technical expertise in financial planning.
- Qualifications: 1-2 years’ paraplanning experience and strong analytical skills.
The predicted salary is between 38250 - 46750 £ per year.
Hunter Gee Holroyd is seeking an ambitious Paraplanner to support our Financial Advisers in delivering high-quality financial planning advice.
This role suits someone with 1-2 years’ paraplanning experience who wants to develop technical expertise and play an active role in shaping client recommendations.
The successful candidate will analyse client circumstances, conduct pension, investment and tax research, and prepare robust suitability reports.
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Paraplanner: Growth, Flexibility & Strategic Impact employer: Hunter Gee Holroyd
Hunter Gee Holroyd is an exceptional employer, offering a supportive and professional environment where team members can thrive. With a strong focus on employee development and recognition, the firm provides opportunities for growth through study support and mentorship. Located in the picturesque areas of York and Easingwold, employees enjoy a balanced work-life culture while contributing to meaningful client relationships and impactful business solutions.
