Search in Harrogate is looking for an experienced Paraplanner to join its financial planning team, supporting advisers and clients across retirement planning, investments, and protection. You will produce high-quality suitability reports, conduct detailed research, and help deliver compliant recommendations while maintaining accurate records and delivering excellent client service.
Hybrid working is available (2-3 days from home).
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Hybrid Paraplanner β Financial Planning Specialist in Harrogate employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.