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- Tasks: Provide technical excellence and mentor others in complex financial solutions.
- Company: Rapidly growing financial planning firm in Harrogate with a supportive culture.
- Benefits: Generous bonus structure, death in service cover, and professional development opportunities.
- Why this job: Join a firm that values your expertise and makes a real impact on client outcomes.
- Qualifications: Chartered status preferred, with 10+ years of paraplanning experience.
- Other info: Enjoy company socials, including fully funded ski trips and a focus on technical growth.
The predicted salary is between 36000 - 60000 £ per year.
Recruit UK is recruiting for a Senior Paraplanner to join a rapidly growing financial planning firm in Harrogate. Do you thrive on providing technical excellence, mentoring others, and shaping complex financial solutions? If so, this senior paraplanner role could be your next career move. Ideally, this role is for an individual who has obtained chartered status, but if you have a wealth of experience in a technical paraplanner role, we would love to hear from you.
Responsibilities
- Produce high-quality, compliant suitability reports across pensions, investments, protection, and estate planning.
- Carry out complex technical calculations, including:
- Offshore and onshore bond calculations
- Chargeable event gain analysis & top slicing relief
- Carry forward, pension annual allowance, and tapered annual allowance calculations
- Retirement income and tax-free cash planning
- Investment and portfolio structuring
- Intergenerational and estate planning
- discretionary, bare, interest in possession, loan, and discounted gift trusts
Research, Compliance & Process
- Conduct detailed product and fund research
- Prepare cashflow models, projections, and technical appendices
- Ensure all advice meets FCA requirements, internal standards, and best practice
- Work independently to manage complex cases end-to-end
- Contribute to ongoing improvement of paraplanning processes, templates, and technical frameworks
- Act as a senior technical resource for advisers and paraplanners
- Review work produced by junior paraplanners
- Provide guidance, coaching, and technical mentoring
- Help maintain high technical and professional standards across the business
About You: Requirements:
- Chartered Financial Planner (CII) status achieved (Ideally)
- 10+ years’ paraplanning experience within a UK IFA firm
- Strong, hands-on experience with: offshore/onshore bonds, chargeable event gains, gilts, pension allowance calculations, and UK trust structures
- Excellent knowledge of UK pensions, investments, and personal/trust/estate taxation
- Exceptional attention to detail and high-quality written communication
- Able to work autonomously, manage competing priorities, and meet deadlines
- Genuine enthusiasm for paraplanning as a long-term career
- Comfortable mentoring and supporting junior paraplanners
What’s on Offer
- Very generous bonus structure
- Death in Service: 4x salary
- Critical Illness Cover: 1x salary
- Professional, supportive, and technically focused culture
- 4 company socials per year, including reward-based events (e.g., fully funded staff ski trips)
- A firm that genuinely values technical expertise and paraplanning as a profession
Why should you apply?
This is a rare opportunity to join a firm where technical excellence is respected, paraplanners are central to client outcomes, and experience is genuinely valued. If you are looking for a senior paraplanning role where your skills make a real difference, we want to hear from you. Apply today via RecruitUK and take the next step in your paraplanning career.
Senior Paraplanner in Harrogate employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Harrogate
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their values and needs. We want to see that you’re genuinely interested in the role and the firm!
✨Tip Number 3
Practice your technical knowledge! As a Senior Paraplanner, you’ll need to demonstrate your expertise in areas like pensions and investments. Brush up on key concepts and be ready to discuss them confidently during interviews.
✨Tip Number 4
Don’t forget to 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 engage directly with us.
We think you need these skills to ace Senior Paraplanner in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical paraplanning expertise and any relevant qualifications, like chartered status, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for paraplanning and how your experience aligns with the role. Don’t forget to mention why you’re excited about joining our team at StudySmarter.
Showcase Your Technical Skills: Since this role involves complex calculations and compliance, be sure to include specific examples of your technical skills. Talk about your experience with pensions, investments, and trust structures to demonstrate your expertise.
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 from our team!
How to prepare for a job interview at Recruit UK
✨Know Your Technical Stuff
As a Senior Paraplanner, you'll need to demonstrate your expertise in complex financial solutions. Brush up on your knowledge of offshore and onshore bonds, pension calculations, and UK trust structures. Be ready to discuss specific examples from your experience that showcase your technical skills.
✨Showcase Your Mentoring Skills
This role involves mentoring junior paraplanners, so be prepared to talk about your coaching experiences. Think of instances where you've guided others or improved processes. Highlight how you can contribute to the team's growth and maintain high standards across the business.
✨Stay Updated on Regulations
The financial landscape is always changing, so it's crucial to stay informed about legislative and regulatory updates. During the interview, mention any recent changes you've applied in your work and how you ensure compliance with FCA requirements. This shows you're proactive and knowledgeable.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Practice articulating how you'd handle complex cases, such as estate planning or investment structuring. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.
