Paraplanner

www.findapprenticeship.service.gov.uk - Jobboard; York and North Yorkshire; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A well-established financial advisory firm based in Harrogate is seeking a Financial Planning Paraplanner/Investment Research Analyst. The role involves delivering high-quality market research, investment analysis, and client support for high-net-worth individuals. Candidates should be proficient in Xplan and have strong Excel skills, along with relevant financial planning experience. Excellent benefits included, such as 10% employer pension contributions and 30 days of holiday.

Benefits

10% Employer pension contributions

30 days holiday (plus bank holidays / 3 days during xmas period)

Qualifications

• Experience in a similar financial planning or paraplanning role.
• Technical product knowledge across pensions, investments, taxation, and trusts.
• Familiarity with SEI (WPOIMs discretionary trading platform) preferred.

Responsibilities

• Act as the initial point of contact between consultants and clients.
• Prepare for client meetings and assist in product research.
• Conduct portfolio reviews and valuations.

Skills

Proficient in Xplan Database

Advanced Microsoft Excel

Strong letter writing skills

Confident client liaison and communication skills

Understanding of compliance regulations

Education

Minimum Diploma Level

Tools

Voyant cash flow modelling software

Microsoft Word

Microsoft Outlook

Job description

FINANCIAL PLANNING PARAPLANNER / INVESTMENT RESEARCH ANALYST

Location: Harrogate | Hybrid Working (50% WFH)
Salary: £45,000 - £50,000
Hours: Mon - Fri, 9am -5pm

Full-time, permanent position

A senior-level opportunity within a well-established financial advisory and discretionary investment firm based in Harrogate. The role involves delivering high-quality market research, investment analysis, and client support services for high-net-worth individuals. The successful candidate will contribute to the preparation of suitability letters, cash flow modelling, and portfolio reviews, while working closely with consultants, administrators, and investment managers in a collaborative team of nine.

The key responsibilities of the Paraplanner:
* Act as initial point of contact between consultants, clients, and product providers
* Prepare for client meetings and assist in product research
* Support model portfolio oversight with the investment manager and technical team
* Draft compliant suitability letters and client reports
* Conduct portfolio reviews and valuations
* Perform cash flow modelling using Voyant
* Ensure compliance with company standards and maintain accurate client files
* Maintain and update Xplan Database and SEI portal
* Communicate with clients and providers via email, phone, and written correspondence
* Manage office diary system and check valuations
* Refer advice issues to consultants

The Key Requirements of the Paraplanner:
* Proficient in Xplan Database
* Advanced Microsoft Excel (formulas, formatting, spreadsheet setup)
* Microsoft Word, Outlook, and FE Analytics
* Voyant cash flow modelling software
* Strong letter writing skills (including pension transfers)
* Technical product knowledge across pensions, investments, taxation, and trusts
* Confident client liaison and communication skills
* Understanding of compliance regulations
* Familiarity with SEI (WPOIMs discretionary trading platform) preferred
* Minimum Diploma Level (Chartered status ideal)
* Previous experience in a similar financial planning or paraplanning role

The Successful candidate will receive excellent benefits:
* 10% Employer pension contributions
* 30 days holiday (plus bank holidays / 3 days during xmas period)
* X4 DIS
* X1 CI
* PHI
* Dental
* IPP

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.