4Life Wealth Management is dedicated to offering first-class financial advice tailored to meet client needs, both now and for future generations. With a team of highly skilled advisers and a well-trained administrative office, we deliver consistent, high-quality guidance to help clients achieve their financial goals. We collaborate with professional advisers and experts to create comprehensive wealth management solutions through a structured advice process. Our approach focuses on fostering long-term, trusting relationships and empowering clients to adapt to financial changes while meeting their objectives. As a proud Appointed Representative of St. James's Place Wealth Management plc, we ensure access to a range of trusted wealth management products and services.
Role Description
This is a full‑time hybrid role based in Harrogate, with the flexibility to work from home on occasion. The Paraplanner will be responsible for supporting financial advisers by preparing client reports, conducting thorough research, analysing financial data, and creating tailored client recommendations. Additional responsibilities include ensuring compliance with regulatory requirements, maintaining up‑to‑date client records, and collaborating with the advisory team to deliver exceptional service. The role is integral to the delivery of our ongoing high‑quality consultation and advice processes.
Qualifications
* Excellent written and verbal communication, interpersonal, and organisational skills.
* Strong skills in conducting research, analysing financial data, and proficiency with financial software and tools.
* Knowledge of financial planning processes, investment products, and regulatory compliance requirements.
* Attention to detail and ability to produce accurate and high‑quality client documentation.
* Proven ability to work collaboratively in a team‑oriented environment as well as independently.
* Experience in a financial services or wealth management role is highly desirable.
* A relevant qualification in financial planning, finance, or related disciplines. Level 4 Diploma in Financial Planning or working towards it is preferred.
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