Paraplanner

Search; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A wealth management group in Harrogate is seeking a detail-oriented Paraplanner. The role involves producing compliant financial planning reports and conducting asset research. Candidates should have a Level 4 Diploma with at least 2 years of relevant experience. Excellent benefits include private medical insurance, a generous pension scheme, and a hybrid working arrangement.

Benefits

Private Medical Insurance

Attractive Employee Pension Scheme

25 days annual leave

Life Assurance

Health cash plan

Qualifications

• 2+ years' experience in a similar role.
• Strong experience in writing technical suitability reports.
• Experience with pension switching and transfer products is highly beneficial.

Responsibilities

• Produce fully compliant and technically complex suitability reports.
• Conduct asset allocation research and analyze clients' existing portfolios.
• Manage personal workload and provide regular updates to the line manager.

Skills

Technical suitability reporting

Financial research

Communication skills

Organizational skills

Attention to detail

Education

Level 4 Diploma Qualified

Job description

Paraplanner

Salary: 45,000 + Bonus
Location: Harrogate (Hybrid - 2 days WFH)
Hours: Full-time, Permanent

Are you a technically skilled and detail-oriented Paraplanner looking to join a fast-growing, private equity-backed wealth management group? Our client is seeking a motivated individual to support our team of advisers by delivering high-quality, compliant financial planning reports and research. This is a fantastic opportunity to be part of a dynamic and expanding business with a strong commitment to innovation and professionalism.

Key Responsibilities of the Paraplanner:
Produce fully compliant and technically complex suitability reports, including research and product recommendations.
Conduct asset allocation research and analyse clients' existing investment portfolios.
Obtain valuations, quotations, and complete supporting application documentation.
Ensure all advice is delivered within a strict ethical and compliance framework.
Maintain and update report templates and models in collaboration with the Paraplanning team.
Manage personal workload and provide regular updates to the line manager.
Commit to continuous personal development and maintain supporting records.
Adhere to Consumer Duty outcomes and internal policies.
Perform any other duties reasonably required by the business.

Key Requirements of the Paraplanner:
Level 4 Diploma Qualified (minimum), with 2+ years' experience in a similar role.
Strong experience in writing technical suitability reports and conducting financial research.
Career-focused with a proactive and self-motivated approach.
Experience with pension switching and transfer products is highly beneficial.
Cashflow forecasting experience is advantageous.
Excellent organisational skills and attention to detail.
Strong communication skills and ability to collaborate with internal and external stakeholders.
Ability to manage multiple priorities independently.

The Successful Candidates will Receive Excellent Benefits:
Competitive salary
Private Medical Insurance (post-probation)
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days annual leave (plus buy/sell up to 5 days)
Office closure over Christmas (3 days)
Life Assurance
Health cash plan
Hybrid working model
Discretionary performance-related bonus
Employee Assistance Programme
Lunch and snacks provided in the Bristol office
A wide range of flexible benefits

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.