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Financial planner
Senior Paraplanner

Senior Paraplanner

enable Recruitment

Posted 8 hours ago, valid for 17 days

Harrogate, North Yorkshire HG3 4JL

Full Time

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Sonic Summary

A leading firm in Harrogate is seeking an experienced Paraplanner to join their innovative team.
Candidates must be Level 4 Qualified with at least 5 years of financial advice experience, particularly in retirement planning and investments.
The role involves providing support to financial advisers, producing technical reports, and managing workflow in compliance with FCA regulations.
The position offers a competitive salary of up to £50,000, hybrid working options, and opportunities for professional development.
Interested applicants can apply directly or contact Dan at Enable Recruitment for more information.

Are you a Paraplanner in Harrogate looking to join one of the leading firms in the UK?We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond.If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you!What you’ll be doing:

Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
Produce technical reports for the advisers based on the research and requirements of the client
Managing workflow and organisation of ongoing workload
Adhering to FCA requirements and Compliance Policies

What you need to apply:

Level 4 Qualified as a minimum
5+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients
Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.

What’s in it for you?

A basic salary of up to £50,000 dependent on experience and qualifications
Hybrid working
Social opportunities throughout the year
Exam funding and support
Progression opportunities within a forward thinking and growing business
Generous annual leave allowance

What next?Hit Apply or contact Dan directly!Daniel@enable-recruitment.co (Just .co!)

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