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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, and funded professional qualifications.
- Other info: Flexible career paths available, including progression to 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.
This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well-run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high-quality advice support rather than administration.
In this Paraplanner job, 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 Paraplanner job sits within a long-standing team where staff retention is high and expectations are clear.
Key aspects of the Paraplanner job 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 Paraplanner job 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 Paraplanner job
- 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 Paraplanner job within a stable and professional environment, apply today for a confidential discussion.
Paraplanner in Harrogate 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
✨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 pensions, investments, and protection. Be ready to discuss how you can support Financial Advisers effectively. Show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your skills! Bring along examples of your suitability reports and any cash flow modelling you've done. This will help demonstrate your technical expertise and make you stand out from the crowd.
✨Tip Number 4
Apply through our website! We’ve got a range of Paraplanner roles that could be just what you’re looking for. Plus, it’s a great way to ensure your application gets the attention it deserves!
We think you need these skills to ace Paraplanner in Harrogate
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 what we're looking for. This shows us you’re genuinely interested in the position!
Showcase Your Technical Skills: Since this role is all about providing high-quality advice support, don’t forget to mention your experience with cash flow modelling and CRM systems like Salesforce. We want to see how you can contribute to our team right from the start!
Keep It Professional Yet Personal: While we appreciate professionalism, we also love a bit of personality! Let your unique voice shine through in your application. Share why you’re passionate about being a Paraplanner and how you align with our supportive culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it makes the process smoother for everyone involved!
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 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. Highlight any structured processes or systems you've used to keep things running smoothly.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and the company.
✨Demonstrate Long-Term Vision
This position offers stability and potential career progression. Be ready to discuss your long-term goals and how they align with the company's vision. Whether you want to remain a Paraplanner or eventually become a Financial Adviser, showing that you have a plan will impress your interviewers.