Paraplanner
<strong>Paraplanner – Harrogate </strong> <p><strong>Harrogate | Up to £40,000 | Supportive, close knit team</strong></p> <p>Are you a Paraplanner looking for a role where you can genuinely make an impact, work closely with advisers, and be part of a friendly, growing firm?</p> <p>This opportunity in Harrogate offers exactly that.</p> <p>We’re working with a well established wealth management firm who are looking to add a talented Paraplanner to their team. You’ll play a key role in supporting advisers across the full advice process, while also gaining exposure to a wide variety of client scenarios.</p> <strong>What you’ll be doing</strong> <ul> <li>Researching and analysing clients’ existing assets, including performance, costs and investment options.</li><li>Identifying client risk profiles and objectives using Dynamic Planner and adviser discussions.</li><li>Preparing detailed cashflow plans using Intelligent Planning.</li><li>Drafting suitability letters and analysis documents for adviser review.</li><li>Supporting wider team operations in a small, collaborative environment.</li><li>Assisting with admin tasks when needed, including client reviews, updating IO, processing new business and managing diaries.</li><li>Handling fund switches, paperwork, KIDs, transfers, top ups and withdrawals.</li><li>Ensuring accurate record keeping, timely follow ups and maintaining client files.</li><li>Helping with phones and ensuring all correspondence is logged correctly.</li></ul> <strong>Why this role stands out</strong> <p>You’ll be joining a supportive, close knit team where your work is valued and your development matters. The role offers a blend of technical paraplanning and hands on involvement across the client journey ideal for someone who enjoys variety and wants to grow within a respected local firm.</p>