At a Glance
- Tasks: Prepare detailed suitability reports and support Financial Advisers in delivering top-notch client outcomes.
- Company: A growing financial planning business with a supportive and collaborative culture.
- Benefits: Competitive salary, hybrid working, and excellent long-term career opportunities.
- Other info: Based in beautiful Harrogate, offering a vibrant work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner with strong attention to detail and research skills.
The predicted salary is between 35000 - 45000 £ per year.
Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations. Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities.
Paraplanner Responsibilities:
- Preparing accurate suitability reports and client correspondence
Paraplanner employer: Unity Resourcing
Join a thriving financial planning business in the picturesque town of Harrogate, where you will be part of a collaborative and supportive team dedicated to delivering exceptional client outcomes. With a strong focus on employee growth, you will benefit from hybrid working options, competitive salaries, and a culture that values your contributions and professional development.
