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Senior Paraplanner - Wealth Planning & Client Reporting

Job in Harrogate, North Yorkshire, HG1, England, UK
Listing for: Asset Recruit
Full Time position
Listed on 2026-10-25
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 30000 - 50000 GBP Yearly GBP 30000.00 50000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Harrogate is seeking experienced Paraplanners to join their award-winning team. The role involves preparing financial reports for clients, conducting necessary research, and maintaining the annual client review process. Ideal candidates will be motivated to advance their careers in a respected firm with significant client assets. If you possess the required skills, we encourage you to apply today.
We would love to welcome a new Senior Paraplanner
- Wealth Planning & Client Reporting to our team in Harrogate, England, United Kingdom. Join Asset Recruit and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. This posting is for the Senior Paraplanner
- Wealth Planning & Client Reporting role at Asset Recruit, based in Harrogate, England, United Kingdom.
Position Requirements
10+ Years work experience
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