FindCore are recruiting a Senior Paraplanner for a permanent role based in our Leeds office. The role involves producing accurate suitability reports, conducting detailed technical research, and preparing client portfolio reviews.
You will support advisers with pensions, investments, and wider financial-planning cases, maintain regulatory knowledge, and provide training to teammates, with salary negotiable based on experience and capabilities.
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Senior Paraplanner - Financial Planning Specialist in Leeds employer: FindCore
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.