• Shortlist
Location Harrogate , North Yorkshire
Sector Financial Services
Salary £35,000 - £40,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 57455

Our client are a highly reputable Chartered Wealth Management firm based in Harrogate. They provide professional holistic financial management advice to private individuals and business owners, specialising in pensions, tax and investments. They pride themselves on delivering an excellent service to their clients.

The Opportunity

You will have the opportunity to work closely with 3 Chartered financial planners in a supportive team environment where you can have a real input to the advise process. You will be responsible for writing high quality suitability reports for high net worth clients and providing a bespoke wealth management service. Support will be provided to achieve Chartered Status

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a similar role
  • High level of analytical capability and good communication skills
  • Ambitious and motivated to develop skills and knowledge

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner