At a Glance
- Tasks: Prepare suitability reports and conduct research to support financial advisers.
- Company: A supportive and growing financial planning business in beautiful Harrogate.
- Benefits: Competitive salary, hybrid working, pension scheme, and 25 days holiday plus your birthday off.
- Other info: Great career development opportunities in a professional environment.
- Why this job: Join a collaborative team and make a real impact in clients' financial journeys.
- Qualifications: 2 years paraplanning experience and strong technical knowledge of financial products.
The predicted salary is between 35000 - 45000 £ per year.
Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations.
Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities.
Paraplanner Responsibilities:- Preparing accurate suitability reports and client correspondence
- Conducting technical and comparative research
- Supporting advisers with client reviews and recommendations
- Ensuring all work meets FCA and compliance standards
- Managing multiple cases while maintaining high levels of accuracy
- Liaising professionally with advisers, clients, and third parties
You will ideally have:
- Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services
- Strong technical knowledge of financial products and regulations
- Excellent analytical, organisational, and communication skills
- A proactive approach and the ability to work both independently and as part of a team
- Competitive salary depending on experience
- Hybrid working
- Pension scheme
- Private Medical Cash Plan
- Death in Service benefit
- 25 days holiday plus bank holidays
- Your birthday off
If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you. Send your CV or contact if you require more information to Louise Sparkes Unity Resourcing.
Paraplanner (Pensions Management) in Harrogate employer: Resourcing Group
Join a thriving financial planning business in the picturesque town of Harrogate, where you will be part of a supportive and collaborative culture that prioritises professional growth and employee well-being. With competitive salaries, hybrid working options, and a comprehensive benefits package including a pension scheme and generous holiday allowance, this is an excellent opportunity for a Paraplanner seeking meaningful and rewarding employment.
