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- Tasks: Support Financial Advisers by producing suitability reports and managing case progression.
- Company: Respected financial planning practice with a supportive and professional culture.
- Benefits: Competitive salary, hybrid working, pension, health cash plan, and funded qualifications.
- Other info: Flexible career paths available, whether staying a Paraplanner or becoming a Financial Adviser.
- Why this job: Join a stable 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 and allows 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 their 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 of the role include:
- 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 position 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
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.
Locations
Paraplanner in Harrogate, Yorkshire employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Harrogate, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of suitability reports, pensions, and investments. We want you to shine when discussing your experience and how you can support advisers effectively.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, especially any technical documentation or cash flow models you've created. This will help demonstrate your expertise and commitment to high-quality advice support.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Harrogate, Yorkshire
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with suitability reports and any technical skills that match the job description. We want to see how you fit into our team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills in cash flow modelling and CRM systems like Salesforce can benefit us. We love seeing real examples of your work that align with what we do.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out and show us you’d be a great cultural fit for our supportive environment.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the quickest way for us to receive your application and start the conversation about your future with us!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss your experience in producing suitability reports and how you've supported Financial 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
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 structured processes or systems you've used to keep things running smoothly.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the team dynamics. 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
Since this position offers potential career progression, 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 growth within the company.