Paraplanner

Recruit Wealth Ltd; Harrogate; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Private pension

Life insurance

Private dental insurance

Additional annual leave

Study leave days

Support for professional qualification

Job summary

Recruit Wealth Ltd in Harrogate is seeking an experienced Paraplanner to join a collaborative, multi-adviser financial planning team. The role focuses on delivering high-quality, holistic financial planning to clients and supports the paraplanning process from research to client reports.

You will work closely with seasoned Financial Planners, conducting detailed analysis across pensions, investments and protection, and ensuring compliance throughout the client journey.

Qualifications

• Previous experience as a Trainee Paraplanner or Paraplanner in Financial Planning.
• Strong knowledge across pensions, investments and protection.
• Excellent report writing skills and attention to detail.
• Ability to research, analyse and communicate complex financial information.
• Professional, organised and proactive approach.
• Collaborative mindset and team player.

Responsibilities

• Provide comprehensive technical and report writing support to the Financial Planning team.
• Take ownership of the paraplanning process from initial research to preparation of recommendations and client reports.
• Conduct detailed research and analysis to identify suitable financial planning solutions.
• Prepare clear, accurate and compliant suitability reports.
• Support Financial Planners with technical queries and recommendations.
• Analyse clients' financial circumstances and develop appropriate planning strategies.
• Support the full client journey, ensuring recommendations are documented and processed.
• Liaise with clients, advisers and administration to ensure a smooth service.
• Maintain accurate records and ensure regulatory and compliance requirements are met.

Skills

Pensions

Investments

Protection

Report writing

Analytical research

Team collaboration

Job description

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.

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