Lime Search & Select Ltd
Senior Paraplanner – Pension & Retirement Reports (Hybrid)
Lime Search & Select Ltd, Harrogate, Tennessee, United States, 37752
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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