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Paraplanner

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Job Description - 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.

Key Responsibilities
  • 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.
Candidate Profile
  • 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
Company Culture & Values

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.

Benefits Package
  • 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
Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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