Senior Paraplanner/ParaplannerLocation: Harrogate, North Yorkshire (Hybrid Working Available)Employment Type: Permanent, Full-TimeSector: Financial Services – Wealth & Advisory Operations
Are you an experienced Paraplanner looking to take the next step in your career within a dynamic and growing financial services organisation? Are you an experienced Paraplanner looking to take the next step in your career within a dynamic and growing financial services organisation? Our client, a well-established and rapidly expanding wealth management group, is seeking a Senior Paraplanner and Paraplanner to join their advisory operations team based in Harrogate.
This is a fantastic opportunity to be part of a forward-thinking business that combines the agility of a start-up with the stability of long-term investment backing. The company offers a modular approach to financial services, supporting clients across the full wealth management spectrum.
Key Responsibilities
1. Produce high-quality suitability reports in collaboration with Financial Planners, ensuring compliance with internal and regulatory standards.
2. Interpret adviser meeting notes and develop tailored financial recommendations with precision and care.
3. Provide technical guidance to advisers to support positive cli...