Paraplanner Salary: £45,000 Bonus Location: Harrogate (Hybrid - 2 days WFH) Hours: Full-time, Permanent Are you a technically skilled and detail-oriented Paraplanner looking to join a fast-growing, private equity-backed wealth management group? Our client is seeking a motivated individual to support our team of advisers by delivering high-quality, compliant financial planning reports and research. This is a fantastic opportunity to be part of a dynamic and expanding business with a strong commitment to innovation and professionalism. Key Responsibilities of the Paraplanner: * Produce fully compliant and technically complex suitability reports, including research and product recommendations. * Conduct asset allocation research and analyse clients' existing investment portfolios. * Obtain valuations, quotations, and complete supporting application documentation. * Ensure all advice is delivered within a strict ethical and compliance framework. * Maintain and update report templates and models in collaboration with the Paraplanning team. * Manage personal workload and provide regular updates to the line manager. * Commit to continuous personal development and maintain supporting records. * Adhere to Consumer Duty outcomes and internal policies. * Perform any other duties reasonably required by the business. Key Requirements of the Paraplanner: * Level 4 Diploma Qualified (minimum), with 2 years' experience in a similar role. * Strong experience in writing technical suitability reports and conducting financial research. * Career-focused with a proactive and self-motivated approach. * Experience with pension switching and transfer products is highly beneficial. * Cashflow forecasting experience is advantageous. * Excellent organisational skills and attention to detail. * Strong communication skills and ability to collaborate with internal and external stakeholders. * Ability to manage multiple priorities independently. The Successful Candidates will Receive Excellent Benefits: * Competitive salary * Private Medical Insurance (post-probation) * Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) * 25 days annual leave (plus buy/sell up to 5 days) * Office closure over Christmas (3 days) * Life Assurance * Health cash plan * Hybrid working model * Discretionary performance-related bonus * Employee Assistance Programme * Lunch and snacks provided in the Bristol office * A wide range of flexible benefits Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age