Are you an experienced Paraplanner tired of traditional, red-tape financial advisory firms? Looking for a workplace that actually embraces modern technology, prioritises work-life balance, and puts genuine client care at the heart of everything?
I am working with a forward-thinking, financial planning firm based in the heart of Harrogate, who are looking for a ambitious Paraplanner to join our growing team.
Why You'll Love Working Here
- Work Environment: A collaborative, modern, and supportive culture where your voice and ideas genuinely matter.
- Flexibility: Modern work style with hybrid working options once settled into the role.
- Career Growth: Clear progression paths tailored to your goals - whether you want to master technical paraplanning or transition into an Advisory role.
- Competitive Package: Excellent starting salary (commensurate with experience), strong pension contribution, generous holiday allowance, and regular team socials.
The Role
- Drafting comprehensive, tailored Suitability Reports across investments, pensions, inheritance tax, and estate planning.
- Conducting thorough technical research and provider analysis.
- Preparing client cash-flow models using modern planning software.
- Attending client meetings alongside Financial Planners where appropriate to capture technical requirements.
- Ensuring all compliance requirements and regulatory standards are consistently met.
What We're Looking For
- Experience: Minimum 2+ years of experience working as a Paraplanner within an IFA or wealth management firm.
- Mindset: Proactive, tech-savvy, and enthusiastic about modern, cash-flow-driven financial planning.
- Skills: Excellent technical knowledge, sharp attention to detail, and top-tier written communication skills
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