Working alongside Advisers in both the restricted and whole of market environment, the successful candidate will need to be able to write reports for the continually expanding team in an accurate, timely and efficient manner.
A Paraplanner with significant industry experience, you will support the Advisers with high-level research and report writing.
- Salary: Employed. Salary £25-40,000 pa
- Location: Huddersfield
- Reference: LB/AHFP/Paraplanner
Diploma qualified candidates are preferred, though individuals not holding this accreditation will be considered if industry experience is sufficient.
• Provision of support Services for Alexander House advisers. This will include (and not limited to) research for products and funds, quotations as required to support advice and Suitability Letter drafting and remedial work.
• Services must be limited to providing research for advisers to choose from and drafting Suitability Letters in line with Intrinsic guidance.
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