Paraplanner

Paraplanner job with a respected and growing financial planning practice

This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration.

In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection.

You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear.

Key aspects of the Paraplanner job include:

• Writing suitability reports across pensions, investments and protection
• Direct Paraplanner support to advisers rather than pooled support
• Cash flow modelling and technical research
• Liaising with advisers to discuss progress of cases
• Managing your own workflow and case progression

This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals.

Paraplanner Requirements

• Essential - experience working as a Paraplanner within a financial planning firm
• Essential - experience producing suitability reports across pensions and investments
• Desirable - Diploma qualification or working towards
• Desirable - experience with cash flow modelling
• Desirable - CRM experience such as Salesforce

The Company

The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused.

Paraplanner Benefits

• Salary circa 35,000 to 45,000 depending on experience
• Full time, permanent Paraplanner job
• Hybrid working with a minimum of three days office based
• Pension, life cover and health cash plan
• Funded professional qualifications and exam support
• 25 days holiday plus bank holidays

Location

Harrogate. You should be within a reasonable commuting distance.

If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion.

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