Paraplanner

Eden Recruitment Ltd; Harrogate; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking an experienced Paraplanner to join their dynamic team in Harrogate. This role offers a hybrid working model, allowing you to balance office and remote work while contributing to innovative financial planning solutions. You'll be responsible for crafting detailed suitability reports and conducting in-depth research to help clients achieve their financial goals. With a focus on professional development, this opportunity promises a supportive environment where your skills will be valued, and your contributions will make a real impact. Join a forward-thinking firm that champions growth and excellence in wealth planning.

Benefits

Competitive salary + discretionary performance bonus

25 days annual leave

Private medical insurance

Life assurance & health cash plan

Free lunches and snacks

Employee Assistance Programme

Flexible benefits

Qualifications

• Proven experience as a Paraplanner with strong technical expertise.
• Detail-oriented with excellent organizational and communication skills.

Responsibilities

• Create compliant and accurate suitability reports tailored to client needs.
• Conduct research and analysis on investments and protection products.

Skills

Report Writing

Financial Planning Principles

Pension Switching

Cashflow Forecasting

Organizational Skills

Communication Skills

Job description

1 week ago Be among the first 25 applicants

This range is provided by Eden Recruitment Ltd. 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 Eden Recruitment Ltd

Connecting the best talent with exceptional opportunities. Building lasting relationships to deliver a recruitment experience that’s personal…

Senior Paraplanner - Based In Harrogate - Hybrid (3 days in office)

Are you an experienced Paraplanner looking to join a forward-thinking, fast-growing wealth planning business? This is your opportunity to be part of an exciting and evolving environment backed by private equity, where innovation meets professionalism and your development is genuinely supported.

We're looking for a skilled Paraplanner with strong technical expertise and a passion for delivering high-quality financial planning support. Working closely with a team of Advisers and Paraplanners, you’ll play a key role in crafting suitability reports, conducting in-depth product and portfolio research, and helping clients achieve their financial goals through best-in-class advice.

What you'll be doing:

• Creating compliant and technically accurate suitability reports, tailored to client needs
• Conducting research and analysis across investments, pensions, and protection products
• Assisting with asset allocation analysis and supporting application documentation
• Maintaining up-to-date report templates and ensuring compliance with internal policies
• Working collaboratively with Advisers and the Compliance Manager to deliver an exceptional client experience
• Contributing to continuous improvement initiatives and evolving best practices

What we’re looking for:

• Excellent report writing skills and a strong grasp of financial planning principles
• Experience with pension switching, transfer products, and ideally cashflow forecasting
• Detail-oriented with excellent organisational skills
• Strong communicator and collaborative team player
• Self-motivated and comfortable managing multiple priorities

This is a unique chance to be part of a dynamic, ambitious business with real growth momentum. You’ll enjoy a hybrid working model, plenty of learning opportunities, and a company culture that genuinely values innovation, trust, and professionalism.

Benefits include:

• Competitive salary + discretionary performance bonus
• 25 days annual leave (with the option to buy/sell days)
• Private medical insurance (post-probation)
• Life assurance & health cash plan
• Free lunches and snacks
• Employee Assistance Programme
• Wide range of flexible benefits to choose from

If you're ready to make your mark in a business that’s redefining wealth planning, we’d love to hear from you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Administrative

• Industries

  Investment Management, Financial Services, and Investment Advice

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