At a Glance
- Tasks: Support Financial Advisers by producing suitability reports and managing case progression.
- Company: Respected financial planning practice with a strong reputation for professionalism.
- Benefits: Competitive salary, hybrid working, funded qualifications, and generous holiday allowance.
- Other info: Flexible career paths available, with opportunities to progress to Financial Adviser.
- Why this job: Join a supportive team focused on high-quality advice and long-term career growth.
- Qualifications: Experience as a Paraplanner and producing suitability reports is essential.
The predicted salary is between 35000 - 45000 £ per year.
A Paraplanner job with a respected and growing financial planning practice offers a strong opportunity for current Paraplanners seeking a technically focused role within a stable and well-run advice firm. You will join a business that genuinely values Paraplanners, allowing you to focus on high-quality advice support rather than administration.
In this role, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments, and protection. You will work closely with the Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The position sits within a long-standing team where staff retention is high and expectations are clear.
Key Aspects:- Writing suitability reports across pensions, investments, and protection
- Direct Paraplanner support to advisers rather than pooled support
- Cash flow modelling and technical research
- Liaising with advisers to discuss progress of cases
- Managing your own workflow and case progression
This role suits someone seeking long-term stability, a respectful culture, and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals.
Paraplanner Requirements:- Essential - experience working as a Paraplanner within a financial planning firm
- Essential - experience producing suitability reports across pensions and investments
- Desirable - Diploma qualification or working towards
- Desirable - experience with cash flow modelling
- Desirable - CRM experience such as Salesforce
The company is a well-established financial planning practice with a strong reputation for professionalism, adviser quality, and internal development. The culture is supportive, structured, and long-term focused.
Paraplanner Benefits:- Salary circa £35,000 to £45,000 depending on experience
- Full time, permanent position
- Hybrid working with a minimum of three days office-based
- Pension, life cover, and health cash plan
- Funded professional qualifications and exam support
- 25 days holiday plus bank holidays
Location: Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused role within a stable and professional environment, apply today for a confidential discussion.
Paraplanner. Job in Harrogate Move Collective Jobs in York employer: Broughton Group
Join a respected financial planning practice in Harrogate that prioritises the growth and well-being of its Paraplanners. With a supportive culture, structured processes, and a commitment to professional development, this company offers a unique opportunity for career stability and progression, whether you wish to remain a Paraplanner or advance to a Financial Adviser role. Enjoy competitive benefits including hybrid working, generous holiday allowance, and funded qualifications in a team where staff retention is high and expectations are clear.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Harrogate Move Collective Jobs in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Harrogate. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role focuses on producing suitability reports and cash flow modelling, make sure you can discuss these topics confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your experience with pensions and investments specifically. This will show that you’re not just any Paraplanner, but the right fit for their team.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner. Job in Harrogate Move Collective Jobs in York
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Paraplanner, especially your work with suitability reports and technical documentation. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Paraplanner role and how you can contribute to our supportive culture. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since this role is technically focused, make sure to mention any relevant experience with cash flow modelling or CRM systems like Salesforce. We appreciate candidates who can hit the ground running, so highlight those skills!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss your experience in writing suitability reports and how you've supported advisers in the past. This will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Workflow Management Skills
Since managing your own workflow is key in this role, be prepared to share examples of how you've successfully managed case progression in previous positions. Talk about any tools or systems you've used, like CRM software, to keep everything organised.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the team you'll be working with. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and them. Plus, it gives you a chance to assess if their values align with yours.
✨Highlight Your Long-Term Goals
This position offers stability and potential career progression, so be open about your long-term aspirations. Whether you want to remain a Paraplanner or eventually become a Financial Adviser, sharing your goals can demonstrate your commitment to growing with the company.
