Paraplanner

Are you an experienced Paraplanner tired of traditional, red-tape financial advisory firms? Looking for a workplace that actually embraces modern technology, prioritises work-life balance, and puts genuine client care at the heart of everything?

I am working with a forward-thinking, financial planning firm based in the heart of Harrogate, who are looking for a ambitious Paraplanner to join our growing team. Why You’ll Love Working Here * Work Environment: A collaborative, modern, and supportive culture where your voice and ideas genuinely matter. * Flexibility: Modern work style with hybrid working options once settled into the role. * Career Growth: Clear progression paths tailored to your goals—whether you want to master technical paraplanning or transition into an Advisory role. * Competitive Package: Excellent starting salary (commensurate with experience), strong pension contribution, generous holiday allowance, and regular team socials.

The Role Working alongside our Senior Financial Planners and Advisers, you will play a crucial part in delivering high-quality, holistic financial planning to our high-net-worth clients. * Drafting comprehensive, tailored Suitability Reports across investments, pensions, inheritance tax, and estate planning. * Conducting thorough technical research and provider analysis. * Preparing client cash-flow models using modern planning software. * Attending client meetings alongside Financial Planners where appropriate to capture technical requirements. * Ensuring all compliance requirements and regulatory standards are consistently met.

What We’re Looking For * Experience: Minimum 2+ years of experience working as a Paraplanner within an IFA or wealth management firm. * Mindset: Proactive, tech-savvy, and enthusiastic about modern, cash-flow-driven financial planning. *

Skills

Excellent technical knowledge, sharp attention to detail, and top-tier written communication skills...

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