Paraplanner – Harrogate Wealth Management
Job Ref: 90612 | Location: Harrogate | Salary: £35,000 - £40,000 per annum | Employment Type: Permanent
* Location: Harrogate, North Yorkshire
* Type: Permanent
* Job #90612
* Salary: £35,000 - £40,000 Per Annum
We’re working with a well‑established wealth management firm looking to add a talented Paraplanner to their team. You’ll play a key role in supporting advisers across the full advice process, while also gaining exposure to a wide variety of client scenarios.
What You’ll Be Doing
* Researching and analysing clients’ existing assets, including performance, costs and investment options.
* Identifying client risk profiles and objectives using Dynamic Planner and adviser discussions.
* Preparing detailed cashflow plans using Intelligent Planning.
* Drafting suitability letters and analysis documents for adviser review.
* Supporting wider team operations in a small, collaborative environment.
* Assisting with admin tasks when needed, including client reviews, updating IO, processing new business and managing diaries.
* Handling fund switches, paperwork, KIDs, transfers, top‑ups and withdrawals.
* Ensuring accurate record‑keeping, timely follow‑ups and maintaining client files.
* Helping with phones and ensuring all correspondence is logged correctly.
Why this role stands out
You’ll be joining a supportive, close‑knit team where your work is valued and your development matters. The role offers a blend of technical paraplanning and hands‑on involvement across the client journey – ideal for someone who enjoys variety and wants to grow within a respected local firm.
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