Taylor James Professional Recruitment is seeking a Paraplanner to join a boutique firm of financial planners in York. This permanent position involves writing tailored suitability letters, conducting product research, and completing compliance reports.
The ideal candidate will possess a Level 4 Diploma in Financial Planning and have experience working with High Net Worth clients. The role offers a salary between £40,000 and £46,000, with benefits including home working, study support, and bonuses.
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