Hiring Now: Paraplanner Near You – Apply Today!
Your Next Paraplanner Job Starts Here – Apply Now!
Paraplanner
Job Posted: 5 days ago
Salary: £ 45,000 - 45,000 / Annum
Job Type: Permanent
Location: Harrogate, North Yorkshire
Expire in: 23 days
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 ageBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Paraplanner job near me in Harrogate, North Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).