FindCore are assisting an established independent wealth management firm in recruiting a Senior Paraplanner for a permanent role based in our central Leeds office. Other roles exist in Harrogate and Boston Spa, with hybrid working after training.
You will produce accurate, compliant suitability reports, conduct technical research, and support client reviews while handling complex pensions, investments, and wider financial planning cases.
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Senior Paraplanner - Hybrid Wealth 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.
