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Senior Consultant working within adaptable markets bringing expertise in Business Development and culture matching candidates for their next career…
Paraplanner
* Hybrid Flexibility
* Monday to Friday
An exciting opportunity has arisen for an experienced Career Paraplanner to join a well-established and respected financial services firm based in Harrogate. This is a permanent position offering a competitive salary and the opportunity to work alongside a team of experienced advisers and support staff, in a dynamic and supportive environment.
About the Role
As a Paraplanner, you will play a crucial role in supporting our financial advisers by providing high-quality technical research and preparing tailored advice documentation. Your insight and attention to detail will help ensure that each client receives suitable and compliant recommendations in a timely manner.
Key Responsibilities
* Produce accurate and detailed suitability reports and letters to meet internal deadlines
* Conduct comparative product and technical research to support advice recommendations
* Review and analyse client information from fact finds, meeting notes, and adviser discussions
* Ensure all advice and documentation is fully compliant and backed by appropriate paperwork
* Provide ongoing support to advisers, including annual reviews and assistance with project work
* Respond to client queries with professionalism and accuracy
* Speak directly with clients to offer updates and factual information where required
* Occasionally attend client meetings alongside advisers when needed
Requirements
* Diploma qualified or currently working towards the Diploma in Regulated Financial Planning
* Ambition to achieve Chartered status is highly desirable
* Strong technical knowledge of a broad range of financial products and services
* Excellent analytical and report-writing skills
* Ability to assess and present advice aligned with clients’ goals and needs
* Highly organised, with the ability to manage multiple cases and deadlines
* Strong communication and interpersonal skills
What’s on Offer
* Competitive salary, dependent on experience
* Flexible working hours with some hybrid options
* A collaborative and professional team environment
* Career progression and support toward Chartered status
If you're a detail-oriented and proactive Paraplanner ready to take the next step in your career, we’d love to hear from you.
Apply today to join a progressive and client-focused financial planning firm that values expertise, integrity, and ongoing development.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Strategy/Planning
* Industries
Pension Funds, Investment Management, and Financial Services
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