Job Description
Paraplanner
Harrogate Hybrid Working Available £35 - £45k DOE
Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business?
We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations.
Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities.
The Role
You will be responsible for:
- Preparing accurate suitability reports and client correspondence
- Conducting technical and comparative research
- Supporting advisers with client reviews and recommendations
- Ensuring all work meets FCA and compliance standards
- Managing multiple cases while maintaining high levels of accuracy
- Liaising professionally with advisers, clients, and third parties
About You
You will ideally have:
- Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services
- Strong technical knowledge of financial products and regulations
- Excellent analytical, organisational, and communication skills
- A proactive approach and the ability to work both independently and as part of a team
Benefits
- Competitive salary depending on experience
- Hybrid working
- Pension scheme
- Private Medical Cash Plan
- Death in Service benefit
- 25 days holiday plus bank holidays
- Your birthday off
If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you.
Send your CV or contact if you require more information to Louise Sparkes Unity Resourcing
