Paraplanner job with a respected and growing financial planning practice.
This role offers a technically focused opportunity for a Paraplanner at a stable, well‑run advice firm, allowing you to focus on high‑quality advice support rather than administration.
You will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection, while working closely with advisers to keep cases moving smoothly and compliantly.
Key Aspects
* Writing suitability reports across pensions, investments and protection
* Direct Paraplanner support to advisers rather than pooled support
* Cash flow modelling and technical research
* Liaising with advisers to discuss progress of cases
* Managing your own workflow and case progression
This job suits someone seeking long‑term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or progress to become a Financial Adviser over time if that aligns with your goals.
Requirements
* Essential - experience working as a Paraplanner within a financial planning firm
* Essential - experience producing suitability reports across pensions and investments
* Desirable - Diploma qualification or working towards
* Desirable - experience with cash flow modelling
* Desirable - CRM experience such as Salesforce
Benefits
* Salary circa £35,000 to £45,000 depending on experience
* Full time, permanent Paraplanner job
* Hybrid working with a minimum of three days office based
* Pension, life cover and health cash plan
* Funded professional qualifications and exam support
* 25 days holiday plus bank holidays
Location
Harrogate. You should be within a reasonable commuting distance.
If you are a Paraplanner looking for a technically focused job within a stable and professional environment, apply today for a confidential discussion.
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