Senior Paraplanner

FindCore; Harrogate; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Discretionary bonus

Private medical insurance

Employer pension contribution

Annual leave 24 days + bank holidays

Job summary

FindCore are assisting an established independent wealth management firm in recruiting a Senior Paraplanner for a permanent position based in the Harrogate office. The role focuses on producing accurate reports, technical research, client reviews, and cash-flow models, while supporting advisers and maintaining compliance.

Salary is fully negotiable based on experience, with discretionary bonus and private medical insurance as part of the benefits package.

Qualifications

• Minimum of three years' experience as a Paraplanner or in a comparable technical financial-services role.
• Strong written communication skills with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.
• Strong organisational skills with the ability to manage competing deadlines.
• Confident supporting and developing less-experienced colleagues.

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm's preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Skills

Strong written communication

Attention to detail

Interpreting complex information

Microsoft Excel

Organisational skills

Mentoring colleagues

Tools

Microsoft Excel

Job description

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner.

Permanent position. This role will be based in the company's central Harrogate office.

Salary

Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits

Key Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm's preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Skills & Experience

• Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role.
• Strong written communication skills with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.
• Strong organisational skills with the ability to manage competing deadlines.
• Confident supporting and developing less-experienced colleagues.

What's on Offer

• Fully negotiable salary based on experience and capabilities.
• Employer pension contribution.
• Death-in-service benefit of four times annual salary.
• 24 days' annual leave plus bank holidays.
• Discretionary bonus.
• Vitality private medical insurance.
• Professional examination support and technical training.
• Support towards the Advanced Diploma and Chartered Financial Planner status.
• Senior position reporting directly to the Managing Director.
• Opportunity to influence the firm's technical processes, provider panels and advice standards.
• Supportive and experienced wealth-management team.
• Central Leeds office location.