At a Glance
- Tasks: Prepare reports, conduct research, and support financial advisers in delivering client outcomes.
- 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 collaborative culture.
- Why this job: Join a professional team and make a real impact in clients' financial journeys.
- Qualifications: 2+ years of paraplanning experience and strong knowledge of financial products.
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.
The Role
- 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
About You
- 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
Benefits
- 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 in Harrogate employer: Unity Resourcing Ltd
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 range of benefits including a private medical cash plan and generous holiday allowance, this is an excellent opportunity for a Paraplanner seeking meaningful and rewarding employment.
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 industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance standards. Be ready to discuss how you’ve handled complex cases in the past and showcase your analytical skills. We want to see how you can add value to our team!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at StudySmarter, where we prioritise professionalism and teamwork. Tailor your approach to show why you’d be a great fit!
✨Tip Number 4
Follow up after interviews! 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 on their radar as they make their decision.
We think you need these skills to ace Paraplanner in Harrogate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your paraplanning experience and any relevant qualifications, like the Diploma in Financial Services. We want to see how your skills match what we're looking for!
Showcase Your Skills:In your application, emphasise your technical knowledge of financial products and regulations. We’re keen on candidates who can demonstrate strong analytical and organisational skills, so don’t hold back on showcasing these!
Be Professional:Since you'll be liaising with advisers, clients, and third parties, it's important to convey professionalism in your written application. Use clear and concise language, and make sure there are no typos or errors – we love attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates about your application status. We can't wait to hear from you!
How to prepare for a job interview at Unity Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products and regulations. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to support the advisers.
✨Prepare for Suitability Reports
Since preparing accurate suitability reports is a key part of the role, practice explaining how you would approach this task. Be ready to discuss examples from your past experience where you've successfully created reports or conducted research.
✨Show Your Organisational Skills
The ability to manage multiple cases while maintaining accuracy is crucial. Think of specific instances where you've juggled various tasks effectively and be prepared to share those stories during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team culture, ongoing training opportunities, or how they ensure compliance with FCA standards. This shows your genuine interest in the role and the company.
