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About the Role
Paraplanner
Location:Wetherby, West Yorkshire
Salary:£35,000 - £45,000 Per Annum (DOE)
Experience: Minimum 18 Months Paraplanning Experience
The Opportunity:
We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment.
Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients.
Key Responsibilities:
Prepare comprehensive Financial Plans and Suitability Reports.
Conduct technical research and analysis to support financial planning recommendations.
Prepare and collate all documentation required to support product and provider recommendations.
Attend c...
Location:Wetherby, West Yorkshire
Salary:£35,000 - £45,000 Per Annum (DOE)
Experience: Minimum 18 Months Paraplanning Experience
The Opportunity:
We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment.
Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients.
Key Responsibilities:
Prepare comprehensive Financial Plans and Suitability Reports.
Conduct technical research and analysis to support financial planning recommendations.
Prepare and collate all documentation required to support product and provider recommendations.
Attend c...
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