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Paraplanner
Job Posted: a day ago
Salary: £ 45,000 - 50,000 / Annum
Job Type: Permanent
Location: Harrogate, North Yorkshire
Expire in: a month
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
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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!
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