HARROLD FINANCIAL PLANNING  Salary

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3 DEREHAM ROAD HINGHAM NORWICH NR9 4HU ENGLAND
Phone: +44 1953 851151
  http://www.hfp.co.uk
TIN: 06447402
 Finance and Insurance
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HARROLD FINANCIAL PLANNING
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HARROLD FINANCIAL PLANNING is looking for employees for positions:

paraplanner

  • paraplanner
  • financial services administrator

Working hours

  • full-time

Responsibility

  • working closely with the Advisers and other Paraplanners
  • we are looking for a full time paraplanner. This role will be working in our Norwich city centre office and hours are 9.00am to 5.00pm, including a 1 hour unpaid lunch break
  • completing Suitability Reports and fund and product research
  • occasional visits to our Hingham office will be required, and initial training will be provided here, so you must be able to travel to Hingham reliably
  • maintaining back office systems for client records and compliance purposes
  • dealing direct with clients and providers
  • general client support
  • general administration duties

Requirements

  • knowledge of platform providers and FE Analytics