Senior Paraplanner

Huddersfield, Leeds
Posted 1 month ago

Senior Paraplanner required to join our client’s expanding practice to deal with their large client base.

You will be responsible for working alongside Financial Advisers to ensure clients achieve the best possible strategy for their finances, extensive financial research analysis, writing suitability reports for investments, inheritance, estates, funds and protection.   You will need to stay up to date with all FCA regulations and industry knowledge to ensure compliance.

You will have at least 2 years experience,  be Level 4 diploma qualified or close to completing, be very analytical, organized, able to work to deadlines, have excellent communication skills both verbally and written, and have a high level of computer literacy.    Experience with FE Analytics, Adviser Office and Selectapension is preferable.

Our client offers a good salary and benefits package and a good team environment.  To apply for this role please email your CV to 

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