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Paraplanner

Company

17918

Location

Harrogate, West Yorkshire

Type

Full-time

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. Paraplanner Responsibilties: 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 para...

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