Paraplanner

Senior Paraplanner/Paraplanner
Location: Harrogate, North Yorkshire (Hybrid Working Available)
Employment Type: Permanent, Full-Time
Sector: Financial Services – Wealth & Advisory Operations

Are you an experienced Paraplanner looking to take the next step in your career within a dynamic and growing financial services organisation? Are you an experienced Paraplanner looking to take the next step in your career within a dynamic and growing financial services organisation? Our client, a well-established and rapidly expanding wealth management group, is seeking a Senior Paraplanner and Paraplanner to join their advisory operations team based in Harrogate.

This is a fantastic opportunity to be part of a forward-thinking business that combines the agility of a start-up with the stability of long-term investment backing. The company offers a modular approach to financial services, supporting clients across the full wealth management spectrum.

Key Responsibilities
Produce high-quality suitability reports in collaboration with Financial Planners, ensuring compliance with internal and regulatory standards.
Interpret adviser meeting notes and develop tailored financial recommendations with precision and care.
Provide technical guidance to advisers to support positive client outcomes.
Maintain and enhance paraplanning tools, templates, and reference materials.
Ensure client interactions meet defined service standards and Treating Customers Fairly (TCF) principles.
Manage personal caseload efficiently, maintaining accurate records and workflow updates.
Support the training and development of junior paraplanners through mentoring and coaching.
Contribute to continuous improvement initiatives within the paraplanning function.
Candidate Profile
Qualifications: Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role
Experience: Proven background in paraplanning with strong technical knowledge across pensions, investments, and protection.
Skills:
Excellent written and verbal communication
Strong analytical and decision-making abilities
High attention to detail and time management
Collaborative mindset and ability to work cross-functionally
Natural aptitude for coaching and mentoring
Company Culture & Values

The organisation prides itself on professionalism, trust, and innovation. Employees are encouraged to embrace change, challenge the status quo, and contribute to a culture of excellence.

Benefits Package
Competitive salary
Hybrid working model
Private Medical Insurance
Generous Pension Scheme
25 days annual leave (plus buy/sell options)
Office closure over Christmas
Life Assurance & Health Cash Plan
Discretionary performance bonus
Employee Assistance Programme