Paraplanner

Senior Paraplanner/Paraplanner
Location: Harrogate, North Yorkshire (Hybrid Working Available)
Employment Type: Permanent, Full-Time
Sector: Financial Services – Wealth & Advisory Operations

Are you an experienced Paraplanner looking to take the next step in your career within a dynamic and growing financial services organisation? Are you an experienced Paraplanner looking to take the next step in your career within a dynamic and growing financial services organisation? Our client, a well-established and rapidly expanding wealth management group, is seeking a Senior Paraplanner and Paraplanner to join their advisory operations team based in Harrogate.

This is a fantastic opportunity to be part of a forward-thinking business that combines the agility of a start-up with the stability of long-term investment backing. The company offers a modular approach to financial services, supporting clients across the full wealth management spectrum.

• Produce high-quality suitability reports in collaboration with Financial Planners, ensuring compliance with internal and regulatory standards.
• Interpret adviser meeting notes and develop tailored financial recommendations with precision and care.
• Provide technical guidance to advisers to support positive client outcomes.
• Maintain and enhance paraplanning tools, templates, and reference materials.
• Ensure client interactions meet defined service standards and Treating Customers Fairly (TCF) principles.
• Manage personal caseload efficiently, maintaining accurate records and workflow updates.
• Support the training and development of junior paraplanners through mentoring and coaching.
• Contribute to continuous improvement initiatives within the paraplanning function.

• Qualifications: Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role
• Experience: Proven background in paraplanning with strong technical knowledge across pensions, investments, and protection.
• Skills:
  • Excellent written and verbal communication
  • Strong analytical and decision-making abilities
  • High attention to detail and time management
  • Collaborative mindset and ability to work cross-functionally
  • Natural aptitude for coaching and mentoring

The organisation prides itself on professionalism, trust, and innovation. Employees are encouraged to embrace change, challenge the status quo, and contribute to a culture of excellence.

• Competitive salary
• Hybrid working model
• Private Medical Insurance
• Generous Pension Scheme
• 25 days annual leave (plus buy/sell options)
• Office closure over Christmas
• Life Assurance & Health Cash Plan
• Discretionary performance bonus
• Employee Assistance Programme