Paraplanner
| Posting date: | 21 July 2025 |
|---|---|
| Salary: | £45,000.00 per year |
| Additional salary information: | + Bonus |
| Hours: | Full time |
| Closing date: | 28 July 2025 |
| Location: | Harrogate, North Yorkshire, HG3 1EJ |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/670745_1753115179 |
Summary
Paraplanner
Salary: £45,000 + Bonus
Location: Harrogate (Hybrid - 2 days WFH)
Hours: Full-time, Permanent
Are you a technically skilled and detail-oriented Paraplanner looking to join a fast-growing, private equity-backed wealth management group? Our client is seeking a motivated individual to support our team of advisers by delivering high-quality, compliant financial planning reports and research. This is a fantastic opportunity to be part of a dynamic and expanding business with a strong commitment to innovation and professionalism.
Key Responsibilities of the Paraplanner:
* Produce fully compliant and technically complex suitability reports, including research and product recommendations.
* Conduct asset allocation research and analyse clients' existing investment portfolios.
* Obtain valuations, quotations, and complete supporting application documentation.
* Ensure all advice is delivered within a strict ethical and compliance framework.
* Maintain and update report templates and models in collaboration with the Paraplanning team.
* Manage personal workload and provide regular updates to the line manager.
* Commit to continuous personal development and maintain supporting records.
* Adhere to Consumer Duty outcomes and internal policies.
* Perform any other duties reasonably required by the business.
Key Requirements of the Paraplanner:
* Level 4 Diploma Qualified (minimum), with 2+ years' experience in a similar role.
* Strong experience in writing technical suitability reports and conducting financial research.
* Career-focused with a proactive and self-motivated approach.
* Experience with pension switching and transfer products is highly beneficial.
* Cashflow forecasting experience is advantageous.
* Excellent organisational skills and attention to detail.
* Strong communication skills and ability to collaborate with internal and external stakeholders.
* Ability to manage multiple priorities independently.
The Successful Candidates will Receive Excellent Benefits:
* Competitive salary
* Private Medical Insurance (post-probation)
* Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
* 25 days annual leave (plus buy/sell up to 5 days)
* Office closure over Christmas (3 days)
* Life Assurance
* Health cash plan
* Hybrid working model
* Discretionary performance-related bonus
* Employee Assistance Programme
* Lunch and snacks provided in the Bristol office
* A wide range of flexible benefits
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.