Senior Paraplanner

Senior Paraplanner

£47,000 basic salary + discretionary bonus

Harrogate (3 days office based)

Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Senior Paraplanner to join their team in Harrogate.

The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition in the local market.

Responsibilities:

• Preparing pre-approval documentation prior to report writing.
• Utilising all technology to produce accurate solutions for clients.
• Providing accurate, timely and compliant suitability reports.
• Ensuring all advice documentation is compliant according to FCA guidelines.
• Working with the adviser to gather sufficient client information.

Perks:

• 30 days annual leave plus bank holidays.
• Discretionary bonus.
• Flexible and hybrid working – 3 days/week in Bristol
• Private medical insurance.
• Healthcare cash plan.
• Study support to develop and progress.

The successful candidate will need to have achieved their Level 4 Diploma qualified and demonstrate recent and relevant experience within a Paraplanning capacity, working with complex clients.