Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title: Paraplanner
Location: Harrogate
Salary: Competitive, dependent on experience
Why Join Us?
We are seeking an experienced Paraplanner to join a well-established financial planning team. This role offers the opportunity to work closely with advisers, delivering high-quality technical research and supporting the preparation of client advice. You’ll be part of a collaborative environment where accuracy, professionalism, and client service are key priorities.
Benefits:
*Permanent role with flexibility on start and finish times
*25 days holiday, increasing by 1 day per year after 3 years’ service (up to 30 days), plus bank holidays
*Pension contribution of 5% (with additional employer NI savings rebated into pension)
*Flexible benefits package equivalent to 10% (including a minimum 3% employee pension contribution)
*7-hour working day (35 hours per week full-time)
*Consideration for part-time working arrangements
*Flexibility to start between 8:00am and 9:00am daily
About the Company:
This is an opportunity to join a professional financial planning environment where high standards of client service and technical excellence are central. The team works collaboratively to deliver tailored financial advice, ensuring all client work is compliant, accurate, and aligned with individual objectives.
Key Responsibilities:
*Accurately prepare suitability reports and client letters within agreed deadlines
*Ensure all client work is compliant and fully supported with appropriate documentation
*Undertake comparative and technical research to support client recommendations
*Conduct technical research for existing arrangement reviews
*Analyse client financial situations using fact finds, meeting notes, and adviser discussions
*Collaborate with advisers to understand client objectives and gather necessary information
*Investigate and respond to client queries accurately and efficiently
*Conduct annual client reviews
*Support advisers in delivering a high level of service to both existing and prospective clients
*Communicate with clients to provide factual updates and information
*Participate in project work where required
What We’re Looking For:
*Diploma-qualified or working towards Diploma, with a desire to achieve Chartered status
*Strong knowledge of financial products and services
*Ability to assess suitability in line with client objectives
*Excellent analytical skills with the ability to interpret financial data and produce detailed technical commentary
*Strong organisational skills with the ability to manage multiple cases simultaneously
*Excellent attention to detail and a commitment to high-quality output
*Strong communication skills and ability to work collaboratively with advisers and clients
Desirable Skills:
*Experience working in a paraplanning role within financial services
*Knowledge of suitability report writing and compliance requirements
*Experience in technical research and financial analysis
*Familiarity with financial planning tools and platforms
How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.