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Paraplanner

Tate Recruitment

Harrogate

On-site

GBP 40,000 - 43,000

Full time

10 days ago

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Job summary

Join a leading firm in wealth management as a Paraplanner, where you'll provide essential technical support to advisers. This role involves crafting detailed suitability reports and conducting thorough research on client portfolios. The company fosters a dynamic environment, allowing you to thrive in a rapidly expanding sector. With a focus on ethical compliance and continuous personal development, this position offers a unique opportunity to grow your career in a supportive setting. Embrace the chance to make a meaningful impact while enjoying the benefits of private equity backing.

Qualifications

Minimum Level 4 Diploma Qualified Paraplanner with 2+ years of experience.
Experience in writing technical suitability reports and asset allocation.

Responsibilities

Assist in producing compliant reports and conduct research for asset allocation.
Manage workload and provide updates to line manager.

Skills

Technical Report Writing

Research Skills

Communication Skills

Organizational Skills

Ethical Compliance

Education

Level 4 Diploma Qualified Paraplanner

2 days ago Be among the first 25 applicants

This range is provided by Tate Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Tate Recruitment

Principal Consultant @ Tate Recruitment | Recruitment Maverick

Paraplanner

Location: Harrogate

Salary £40k to £43k 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.
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.

Seniority level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Administrative

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