Financial Services Coordinator

2 days ago


Harrogate, North Yorkshire, United Kingdom Search Full time

About the Role:

Join Search in Harrogate, North Yorkshire, and become a key member of our financial planning team as a Paraplanner

About You:

  • A minimum Diploma Level qualification (Chartered ideal) and previous experience in a similar role make you the ideal candidate for this position.
  • You will work closely with our consultants and clients to provide exceptional service and support.
  • A competitive salary of £45k+, hybrid working opportunities, and 38 days' holiday minimum are just some of the benefits on offer.

Key Responsibilities:

  1. Assist with the preparation of compliant draft reports and suitability letters.
  2. Conduct research on suitable products in liaison with our consultants.
  3. Deal with clients and product providers via various communication channels.

Why Choose Us:

  • A supportive and collaborative team environment.
  • Ongoing training and development opportunities.
  • A competitive salary and range of benefits.

Get in Touch:

Please don't hesitate to get in touch to learn more about this fantastic opportunity



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