Paraplanner

Tate; Beckwithshaw; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

Join a leading wealth management firm as a Paraplanner in Harrogate, providing crucial support to advisers. This role involves crafting detailed reports and conducting thorough research on client portfolios within a dynamic team. Being part of a growing business offers both career progression and a vibrant work environment supported by private equity.

Qualifications

• Minimum of 2 years experience in a similar role.
• Experience in writing technical suitability reports.
• Self-motivated with strong collaborative skills.

Responsibilities

• Assist in the provision of compliant reports, including analysis and product recommendations.
• Conduct research for asset allocation on portfolios.
• Manage own workload and provide updates to the line manager.

Skills

Organizational skills

Attention to detail

Strong communication

Research experience

Education

Level 4 Diploma Qualified Paraplanner

Job description

Paraplanner

Location: Harrogate

Hybrid working - 3 days office, 2 days WFH.

Salary 40k to 45k DOE, plus discretionary bonus and benefits.

A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain-from financial planning and investment management to platform, trading, settlement, and custody services. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.

Role Overview: The Paraplanner will provide technical support to a team of advisers, ensuring clients receive a positive professional experience. This includes report writing support, production of suitability reports based on client needs, and assisting the Paraplanning team in maintaining up-to-date report templates and models.

Paraplanner Job Responsibilities:

• Assist in the provision of fully compliant, potentially complex reports, including analysis, research, and product recommendations for presentation to clients.
• Conduct research for asset allocation on clients' existing portfolios, quantifying and analysing existing investments.
• Obtain valuations, quotations, and complete supporting application documentation.
• Provide advice within a strict ethical and compliance framework under the guidance of the Compliance Manager and internal policies and procedures.
• Manage own workload and provide updates to the line manager.
• Commit to continuous personal development and retain supporting records.
• Perform any other duties as may reasonably be required.
• Adhere to Consumer Duty outcomes.

Job Requirements:

• Minimum Level 4 Diploma Qualified Paraplanner, ideally with 2+ years of experience in a similar role.
• Experience in writing and compiling very technical suitability reports, coupled with solid research experience.
• Career-focused Paraplanner.
• Experience with pension switching and transfer products is highly beneficial.
• Cashflow forecasting experience is advantageous.
• Excellent organizational skills and attention to detail.
• Strong communication skills and the ability to collaborate effectively with internal and external stakeholders.
• Self-motivated with the ability to work independently and manage multiple priorities.

Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.