Job Description
Senior Paraplanner - Based In Harrogate - Hybrid (3 days in office)
Are you an experienced Paraplanner looking to join a forward-thinking, fast-growing wealth planning business? This is your opportunity to be part of an exciting and evolving environment backed by private equity, where innovation meets professionalism and your development is genuinely supported.
We're looking for a skilled Paraplanner with strong technical expertise and a passion for delivering high-quality financial planning support. Working closely with a team of Advisers and Paraplanners, youâll play a key role in crafting suitability reports, conducting in-depth product and portfolio research, and helping clients achieve their financial goals through best-in-class advice.
đ What you'll be doing:
1. Creating compliant and technically accurate suitability reports, tailored to client needs
2. Conducting research and analysis across investments, pensions, and protection products
3. Assisting with asset allocation analysis and supporting application documentation
4. Maintaining up-to-date report templates and ensuring compliance with internal policies
5. Working collaboratively with Advisers and the Compliance Manager to deliver an exceptional client experience
6. Contributing to continuous improvement initiativ...