Lime Search & Select Ltd is supporting an Independent Financial Advisory firm in Harrogate to recruit an experienced Paraplanner. The role focuses on reviews and writing suitability reports for individuals and businesses, with research and pension transfer analysis to back recommendations.
You will provide technical support to Directors, conduct client portfolio reviews, and stay compliant with FCA requirements. Office-based with potential occasional homeworking.
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Paraplanner – Reviews & Suitability Reports in Harrogate employer: Lime Search & Select Ltd
As a leading investment management firm located in the vibrant cities of Leeds and London, we pride ourselves on fostering a dynamic work culture that prioritises autonomy and professional growth. Our employees benefit from a hybrid working model, competitive remuneration, and the opportunity to collaborate closely with seasoned professionals, ensuring a rewarding career path in discretionary portfolio management.
Contact Details:
Lime Search & Select Ltd Recruitment Team
