Paraplannerup to £45,000 | Hybrid | Harrogate

Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business?
This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development.
The RoleAs a Paraplanner, you’ll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals.
You’ll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment.
Key Responsibilities*Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies.
*Analyse client portfolios and identify opportunities for improvement or growth.
*Prepare tailored financial plans and recommendations in line with client objectives.
*Draft high-quality suitability reports and investment proposals.
*Ensure all work meets FCA compliance standards.
*Attend client meetings when required to assist with fact-finding and risk profiling.
*Provide clients with regular updates and reviews of their portfolios.
About You*Diploma in Regulated Financial Planning (Level 4) or working towards completion.
*Previous experience in a Paraplanning or Financial Planning Support role.
*Strong knowledge of financial products and services.
*Excellent attention to detail and communication skills.
*Confident working both independently and as part of a team.
*Proficient in financial planning software and Microsoft Office.
What’s on Offer*Full study support towards further qualifications.
*A supportive, collaborative working culture.
*Flexible and hybrid working arrangements.
*Excellent benefits package, including pension and holidays.