Job Description
Paraplanner – Elevate Your Career in Wealth Management
Are you an experienced Paraplanner looking for a role where your technical expertise truly makes a difference? Join a thriving financial planning firm that values precision, collaboration, and professional growth.
Why This Role?
* Influential Position – Play a key role in delivering high-quality financial advice by providing technical research and analytical support to advisers.
* Career Progression – Work towards achieving Chartered status with full support from the firm.
* Work-Life Balance – Enjoy flexibility in your start and finish times.
* Collaborative Team – Join a supportive and dynamic team based in Harrogate, with occasional travel to client sites.
What You’ll Be Doing:
* Technical Research & Suitability Reports – Prepare detailed reports and letters, ensuring all client recommendations are compliant and well-supported.
* Client Engagement – Understand clients’ financial positions, liaise with advisers, and provide factual updates to clients.
* Financial Analysis – Conduct in-depth research to assess the suitability of financial products based on clients' goals.
* Annual Reviews & Compliance – Support ongoing client relationships by reviewing existing arrangements and ensuring all paperwork is up to regulatory standards.
* Adviser Support – Assist advisers with essential tasks to maintain a high level of client service.
What We’re Looking For:
* Diploma-qualified or working towards it – Aiming for Chartered status? We’ll help you get there.
* Strong knowledge of financial products and services – With a keen eye for suitability.
* Analytical mindset – Ability to assess and interpret financial records.
* Organised & detail-focused – Managing multiple cases effectively.
Salary & Benefits:
* Competitive salary £40,000 - £45,000
* Harrogate-based with occasional client site travel
* Support towards Chartered status
* A collaborative and professional work environment
If you’re ready to take your Paraplanning career to the next level, apply today!
#J-18808-Ljbffr