At a Glance
- Tasks: Prepare reports, conduct research, and support financial advisers for client success.
- Company: Join a collaborative team in beautiful Harrogate with a focus on career growth.
- Benefits: Enjoy a competitive salary, hybrid working, and 25 days holiday plus your birthday off.
- Other info: Proactive team players will thrive in this dynamic environment.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: 2 years paraplanning experience or working towards a Diploma in Financial Services.
The predicted salary is between 35000 - 45000 € per year.
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, we 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.
Paraplanner employer: Unity Resourcing Ltd
Join a dynamic team in the heart of Harrogate, where we prioritise a collaborative culture and offer excellent benefits, including hybrid working options and a generous holiday allowance. As a Paraplanner, you will have the opportunity to grow your career in a supportive environment that values professionalism and teamwork, ensuring you can make a meaningful impact on our clients' financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. 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 brushing up on your technical knowledge of financial products and regulations. Be ready to discuss how your experience aligns with the role's requirements, especially around suitability reports and compliance standards.
✨Tip Number 3
Showcase your analytical and organisational skills during interviews. Bring examples of how you've managed multiple cases while maintaining accuracy, as this will demonstrate your ability to thrive in a fast-paced environment.
✨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 are proactive about their job search!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your paraplanning experience and technical knowledge. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Attention to Detail:As a Paraplanner, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work!
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’re considered for the role. Plus, it’s super easy!
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 potential asset to their team.
✨Prepare for Suitability Reports
Since you'll be preparing suitability reports, it’s a good idea to review examples beforehand. Familiarise yourself with the structure and key elements that make a report compliant and effective.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with advisers, clients, and third parties. Practice articulating your thoughts clearly and concisely, as strong communication skills are essential for this role.
✨Demonstrate Your Organisational Skills
With multiple cases to manage, being organised is crucial. Prepare examples from your past experience where you've successfully juggled tasks while maintaining accuracy, and be ready to share them during the interview.
