At a Glance
- Tasks: Prepare reports, conduct research, and support financial advisers in delivering client outcomes.
- Company: A supportive and growing financial planning business based in beautiful Harrogate.
- Benefits: Competitive salary, hybrid working, pension scheme, and 25 days holiday plus your birthday off.
- Other info: Collaborative culture with genuine long-term career opportunities.
- Why this job: Join a professional team and make a real impact in clients' financial journeys.
- Qualifications: 2 years’ paraplanning experience or working towards a Diploma in Financial Services.
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.
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 - Harrogate employer: Unity Resourcing
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 private medical cover and generous holiday allowances, this is an excellent opportunity for experienced Paraplanners seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at companies like the one in Harrogate. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of financial products and regulations. We all know that confidence is key, so practice answering common paraplanning questions and be ready to showcase your analytical skills.
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, make sure to highlight your relevant experience and how it aligns with the role. Show them you’re not just another applicant, but the perfect fit for their team.
✨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 fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner - 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 paraplanning experience and any relevant qualifications, like the Diploma in Financial Services, to show us you’re the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our values. Be sure to mention your technical knowledge and how you can contribute to our team.
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. We want to see that you can manage multiple cases while maintaining high levels of precision.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Unity Resourcing
✨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 you'll be preparing suitability reports, it’s a good idea to review examples beforehand. Familiarise yourself with what makes a report compliant and effective, so you can discuss your approach during the interview.
✨Showcase Your Organisational Skills
Be ready to talk about how you manage multiple cases while maintaining accuracy. Share specific examples from your past experience that highlight your organisational skills and attention to detail.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the team dynamics. This shows that you’re genuinely interested in the role and helps you assess if it’s the right fit for you too.
