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Permanent

Paraplanner

Harrogate
money-bag 35000.00-35000.00 Annual
3109570624
Posted 3 days ago

Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations. Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities. The Role You will be responsible for: Preparing accurate suitability reports and client correspondence Conducting technical and comparative research Supporting advisers with client reviews and recommendations Ensuring all work meets FCA and compliance standards Managing multiple cases while maintaining high levels of accuracy Liaising professionally with advisers, clients, and third parties About You You will ideally have: Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services Strong technical knowledge of financial products and regulations Excellent analytical, organisational, and communication skills A proactive approach and the ability to work both independently and as part of a team Benefits Competitive salary depending on experience Hybrid working Pension scheme Private Medical Cash Plan Death in Service benefit 25 days holiday plus bank holidays Your ..... full job details .....

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