Paraplanner
Harrogate Hybrid Working Available £35 - £45k DOE
We are seeking a technically strong and detail‑oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations.
Based in beautiful Harrogate, we offer a collaborative culture, excellent benefits, and genuine long-term career opportunities.
The Role
You will be responsible for:
* Preparing accurate suitability reports and client correspondence
* Conducting technical and comparative research
* Supporting advisers with client reviews and recommendations
* Ensuring all work meets FCA and compliance standards
* Managing multiple cases while maintaining high levels of accuracy
* Liaising professionally with advisers, clients, and third parties
About You
You will ideally have:
* Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services
* Strong technical knowledge of financial products and regulations
* Excellent analytical, organisational, and communication skills
* A proactive approach and the ability to work both independently and as part of a team
Benefits
* Competitive salary depending on experience
* Hybrid working
* Pension scheme
* Private Medical Cash Plan
* Death in Service benefit
* 25 days holiday plus bank holidays
* Your birthday off
If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you.
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