Paraplanner – Harrogate (Hybrid)

Salary: £36,000–£44,000 Hybrid Working: 2 days from home Firm Type: Chartered, award-winning, client-centric financial planning firm

A standout opportunity for a paraplanner who wants real technical depth

This is an exceptional opportunity to join a chartered, award-winning financial planning firm in Harrogate, known for delivering high-quality, holistic advice to HNW clients. The firm has a strong reputation for excellence, a collaborative culture, and a genuine commitment to developing its paraplanners into highly skilled technical specialists.

If you enjoy complex planning, cashflow modelling, and being close to the advice process, this role will feel like a real step forward.

What you’ll be doing

You’ll work closely with advisers and senior paraplanners on a wide range of technical planning scenarios. Your responsibilities will include:

• Conducting detailed research and analysis across pensions, investments, tax planning and estate planning
• Producing high-quality, bespoke suitability reports tailored to HNW client needs
• Building and interpreting cashflow models to support long-term planning recommendations
• Preparing client meeting packs, technical summaries and recommendation modelling
• Reviewing existing arrangements and identifying planning opportunities
• Attending client meetings (optional) to provide technical insight and support
• Ensuring all advice is compliant, well-documented and aligned with FCA requirements
• Contributing to process improvements, template development and technical best practice

This is a role with genuine variety, complexity and influence — ideal for someone who wants to be more than a report writer.

Development, progression & long-term opportunity

This firm invests heavily in its paraplanners and offers:

• Full support towards Advanced Diploma and Chartered status
• Regular technical training, CPD sessions and case surgeries
• Opportunities to specialise in areas such as IHT, trusts, business-owner planning or cashflow modelling
• A clear pathway to Senior Paraplanner or Technical Specialist roles
• Involvement in shaping advice processes and mentoring junior team members

If you want to become a highly respected technical expert, this firm will give you the platform.

What they’re looking for

• Strong experience in a paraplanning role within wealth management
• Confident producing detailed, bespoke suitability reports
• Solid understanding of pensions, investments, tax planning and cashflow modelling
• High attention to detail and pride in producing quality work
• Someone proactive, analytical and comfortable working with complex cases
• Level 4 Diploma qualified (or very close), with a desire to progress further

This role suits someone who enjoys technical challenge, autonomy and being part of a premium advice process.

What you’ll get in return

• £36,000–£44,000 depending on experience and qualifications
• Hybrid working with 2 days from home
• 25 days holiday + bank holidays
• Full exam funding and study support
• Modern Harrogate office with a friendly, collaborative team
• Exposure to HNW clients and sophisticated planning
• A firm that genuinely values paraplanners and invests in their careers