Senior Paraplanner - Complex Financial Planning
Tate Recruitment
This full-time, hybrid role involves evaluating complex financial scenarios and producing suitable recommendations. The ideal candidate will have a degree, Level 4 qualification preferred, and at least 3 years in financial services.
Last checked on May 24, 2026. We may earn a commission when you click through.
Senior Paraplanner - Complex Financial Planning
Tate Recruitment
Updated 4 months agoYou'll be redirected to uk.talent.com
About this role
This full-time, hybrid role involves evaluating complex financial scenarios and producing suitable recommendations. The ideal candidate will have a degree, Level 4 qualification preferred, and at least 3 years in financial services.
About the Company
Tate Recruitment is a leading recruitment agency specialising in connecting talented professionals with top-tier organisations in various sectors.
Key Highlights
- ✓ Full-time hybrid role offering flexible working options.
- ✓ Involves evaluating complex financial scenarios.
- ✓ Ideal for candidates with a degree and Level 4 qualification.
- ✓ Requires a minimum of 3 years' experience in financial services.
- ✓ Opportunity to make a significant impact in clients' financial planning.
💡 Honest Take: This role suits experienced professionals looking for a challenging position in financial planning, but may not be ideal for those without the requisite qualifications and experience.
You'll be redirected to uk.talent.com
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