FINANCIAL PLANNING PARAPLANNER / INVESTMENT RESEARCH ANALYST Location: Harrogate | Hybrid Working (50% WFH) Salary: £45,000 - £50,000 Hours: Mon - Fri, 9am -5pm Full-time, permanent position A senior-level opportunity within a well-established financial advisory and discretionary investment firm based in Harrogate. The role involves delivering high-quality market research, investment analysis, and client support services for high-net-worth individuals. The successful candidate will contribute to the preparation of suitability letters, cash flow modelling, and portfolio reviews, while working closely with consultants, administrators, and investment managers in a collaborative team of nine. The key responsibilities of the Paraplanner: * Act as initial point of contact between consultants, clients, and product providers * Prepare for client meetings and assist in product research * Support model portfolio oversight with the investment manager and technical team * Draft compliant suitability letters and client reports * Conduct portfolio reviews and valuations * Perform cash flow modelling using Voyant * Ensure compliance with company standards and maintain accurate client files * Maintain and update Xplan Database and SEI portal * Communicate with clients and providers via email, phone, and written correspondence * Manage office diary system and check valuations * Refer advice issues to consultants The Key Requirements of the Paraplanner: * Proficient in Xplan Database * Advanced Microsoft Excel (formulas, formatting, spreadsheet setup) * Microsoft Word, Outlook, and FE Analytics * Voyant cash flow modelling software * Strong letter writing skills (including pension transfers) * Technical product knowledge across pensions, investments, taxation, and trusts * Confident client liaison and communication skills * Understanding of compliance regulations * Familiarity with SEI (WPOIMs discretionary trading platform) preferred * Minimum Diploma Level (Chartered status ideal) * Previous experience in a similar financial planning or paraplanning role The Successful candidate will receive excellent benefits: * 10% Employer pension contributions * 30 days holiday (plus bank holidays / 3 days during xmas period) * X4 DIS * X1 CI * PHI * Dental * IPP 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