Paraplanner

CB3 Associates Ltd; Harrogate; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A reputable financial services firm in Harrogate is seeking an experienced Paraplanner to join their adviser support team. The role involves high-value, complex client work, focusing on research and report writing. Candidates should have strong data analysis skills and experience in the financial services sector. The position offers a base salary of £40-45k DOE, along with discretionary bonuses and comprehensive company benefits. This is a hybrid position, allowing flexibility between home and office work.

Benefits

Discretionary annual bonus

25 days holiday plus stats

Flexible working options

Qualifications

• Experience in a paraplanning role or similar.
• Knowledge of financial products and regulatory requirements.
• Ability to produce clear and compliant reports.

Responsibilities

• Liaise with product providers for data analysis.
• Conduct independent research to identify client solutions.
• Prepare compliant recommendation reports.
• Perform pension, investment, and tax calculations.

Skills

Research and report writing

Client communication

Data analysis

Job description

The Company: A small, family feel yet highly reputable IFA business based in Harrogate who manage circa £60m AUM are now looking to recruit an industry experienced Paraplanner into their adviser support team as they look to expand. This is a perfect career opportunity for someone who enjoys the technical workload and wants to be involved in higher-value, complex-caseload client work day to day.

• Office Location: Harrogate
• Working Setup: Hybrid with a bias towards WFH – Circa 2-days office & 3 days WFH

Package: £40-45k base DOE + bonus and full company benefits

• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: A focused paraplanning role working alongside 2 high performing financial planners in a research/report writing capacity. Duties include:

• Liaise with product providers, examine policy information, and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
• Undertake research both independently and with the Planner to identify suitable solutions to meet the client’s needs.
• Produce clear, compliant, and technically accurate recommendation reports.
• Completion of pension, investment, and tax calculations as appropriate.