Paraplanner | Harrogate | Hybrid Working

This is a stand out opportunity to join an established, highly regarded Financial Planning business!

Are you an experienced Paraplanner looking to join a collaborative, multi-adviser business where quality of advice, client relationships and team work really matter?

We are working with an established Financial Planning practice in Harrogate that is looking to appoint an experienced Paraplanner to strengthen its existing team.

The business provides a broad range of financial planning advice, covering retirement planning, investments, inheritance tax planning and family protection.

This is an opportunity to work closely with highly experienced Financial Planners, playing an important role in delivering high-quality, holistic financial planning to clients.

Opportunity Overview:

You will provide comprehensive technical and report writing support to the Financial Planning team, taking ownership of the paraplanning process from initial research through to the preparation of recommendations and client reports.

Your responsibilities will include:

• Conducting detailed research and analysis to identify suitable financial planning solutions.
• Preparing clear, accurate and compliant suitability reports.
• Supporting Financial Planners with technical queries and recommendations.
• Analysing clients' financial circumstances and developing appropriate planning strategies.
• Supporting the full client journey, ensuring recommendations are accurately documented and processed.
• Liaising with clients, advisers and the administration team to ensure a smooth and efficient service.
• Maintaining accurate records and ensuring all work meets regulatory and compliance requirements.

Experiences required:

• Previous experience working as a Trainee Paraplanner or Paraplanner within Financial Planning
• Strong technical knowledge across pensions, investments and protection.
• Excellent report writing skills and attention to detail.
• The ability to research, analyse and communicate complex financial information.
• A professional, organised and proactive approach.
• Someone who enjoys working collaboratively and contributing to a positive team environment.

The Level 4 Diploma in Financial Planning would be advantageous, although relevant paraplanning experience will also be considered.

Package and Benefits

• Salary can be discussed further based on experience, qualifications and expectations
• Hybrid working, with 2–3 days working from home each week
• Exceptional and high-end working offices
• Private company pension.
• Life insurance
• Private dental insurance
• Additional annual leave
• Professional qualification support and study leave days
• Genuinely supportive and collaborative working environment
• A positive approach to work/life balance

If you're an experienced Paraplanner or developing Trainee Paraplanner looking for your next opportunity within an established Financial Planning business, we'd love to hear from you as soon as possible!

Apply today to Recruit Wealth for an immediate response.