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Senior Paraplanner – Pension & Retirement Reports; Hybrid

Remote / Online - Candidates ideally in
Harrogate, Claiborne County, Tennessee, 37752, USA
Listing for: Lime Search & Select Ltd
Full Time, Remote/Work from Home position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Paraplanner – Pension & Retirement Reports (Hybrid)
An Independent Financial Advisory firm in Harrogate is looking for an experienced Paraplanner to support both administrative and client-facing tasks. The role requires a minimum of 2 years of Paraplanning experience, with responsibilities including report writing, conducting client portfolio reviews, and supporting directors. Ideally, candidates will possess a Level 4 Diploma in financial planning. This position offers a great salary and a positive working environment, with the flexibility for remote work one day a week.
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Position Requirements
10+ Years work experience
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