Search is seeking an experienced Paraplanner to join our established financial services team in West Yorkshire. You will support Financial Advisers with comprehensive paraplanning, suitability reports and robust cash-flow modelling to deliver high-quality financial planning for clients.
The role emphasizes accuracy, regulatory compliance and proactive collaboration with advisers and support teams. A Level 4 Diploma in Regulated Financial Planning or progress toward it is preferred.
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Hybrid Paraplanner - Financial Planning Support 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.