Paraplanner – Elevate Your Career in Wealth Management
Are you an experienced Paraplanner looking for a role where your technical expertise truly makes a difference? Join a thriving financial planning firm that values precision, collaboration, and professional growth.
Why This Role?
- Influential Position – Play a key role in delivering high-quality financial advice by providing technical research and analytical support to advisers.
- Career Progression – Work towards achieving Chartered status with full support from the firm.
- Work-Life Balance – Enjoy flexibility in your start and finish times.
- Collaborative Team – Join a supportive and dynamic team based in Harrogate, with occasional travel to client sites.
What You’ll Be Doing:
- Technical Research & Suitability Reports – Prepare detailed reports and letters, ensuring all client recommendations are compliant and well-supported.
- Client Engagement – Understand clients’ financial positions, liaise with advisers, and provide factual updates to clients.
- Financial Analysis – Conduct in-depth research to assess the suitability of financial products based on clients' goals.
- Annual Reviews & Compliance – Support ongoing client relationships by reviewing existing arrangements and ensuring all paperwork is up to regulatory standards.
- Adviser Support – Assist advisers with essential tasks to maintain a high level of client service.
What We’re Looking For:
- Diploma-qualified or working towards it – Aiming for Chartered status? We’ll help you get there.
- Strong knowledge of financial products and services – With a keen eye for suitability.
- Analytical mindset – Ability to assess and interpret financial records.
- Organised & detail-focused – Managing multiple cases effectively.
Salary & Benefits:
- Competitive salary £40,000 - £45,000
- Harrogate-based with occasional client site travel
- Support towards Chartered status
- A collaborative and professional work environment
If you’re ready to take your Paraplanning career to the next level, apply today!