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Paraplanner – Harrogate – c£35,000+, dependent on experience

Yorkshire

c£35,000+ Dependent on Experience

Novus Financial Services are looking to recruit a qualified Paraplanner to join the team or someone with sufficient experience working towards the Diploma qualification. We are looking for an individual who either wants to retain this professional position or is looking for longer-term progression to become an Adviser.

Recruiter

Novus

Posted

23 March 2021

Closes

Sector

Investment, Pensions, Protection, Tax, Wealth Management

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

You would be working in a very supportive environment with some incredibly forward-thinking and technical individuals.

Novus Financial Services Limited will support development, for example, if you wish to progress your qualifications to Chartered status, or wish to become a Financial Adviser. We would expect the successful individual to hold this position for two years before moving forward to become a Financial Advisers role.

Most importantly though, is understanding how the business works from the bottom up and knowing how the support team work and what they do… writing suitability reports, doing CGT calculations, proper cash-flow analysis of a client’s assets etc. You might not have to do all of this as an Adviser, but ultimately as the Adviser, you will sign it off!

We will also support flexible home/ office working, splitting your time between both, as well as having the opportunity to attend client meetings alongside the Advisers you will be supporting.

The recruitment process for this opportunity is being managed specifically by James Rhodes Exec Search, so all applications (direct or otherwise) need to be directed to [email protected] for consideration.

EMAIL RECRUITER

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