Paraplanner – Harrogate (Hybrid)
<strong>Paraplanner – Harrogate (Hybrid)</strong> <p><strong>Salary:</strong> £36,000–£44,000 <strong>Hybrid Working:</strong> 2 days from home <strong>Firm Type:</strong> Chartered, award-winning, client-centric financial planning firm</p> <strong>A standout opportunity for a paraplanner who wants real technical depth</strong> <p>This is an exceptional opportunity to join a <strong>chartered, award-winning financial planning firm</strong> in Harrogate, known for delivering high-quality, holistic advice to HNW clients. The firm has a strong reputation for excellence, a collaborative culture, and a genuine commitment to developing its paraplanners into highly skilled technical specialists.</p> <p>If you enjoy complex planning, cashflow modelling, and being close to the advice process, this role will feel like a real step forward.</p> <strong>What you’ll be doing</strong> <p>You’ll work closely with advisers and senior paraplanners on a wide range of technical planning scenarios. Your responsibilities will include:</p> <ul> <li>Conducting <strong>detailed research and analysis</strong> across pensions, investments, tax planning and estate planning</li><li>Producing <strong>high-quality, bespoke suitability reports</strong> tailored to HNW client needs</li><li>Building and interpreting <strong>cashflow models</strong> to support long-term planning recommendations</li><li>Preparing client meeting packs, technical summaries and recommendation modelling</li><li>Reviewing existing arrangements and identifying planning opportunities</li><li>Attending client meetings (optional) to provide technical insight and support</li><li>Ensuring all advice is compliant, well-documented and aligned with FCA requirements</li><li>Contributing to process improvements, template development and technical best practice</li></ul> <p>This is a role with genuine variety, complexity and influence — ideal for someone who wants to be more than a report writer.</p> <strong>Development, progression & long-term opportunity</strong> <p>This firm invests heavily in its paraplanners and offers:</p> <ul> <li>Full support towards <strong>Advanced Diploma and Chartered status</strong></li><li>Regular technical training, CPD sessions and case surgeries</li><li>Opportunities to specialise in areas such as IHT, trusts, business-owner planning or cashflow modelling</li><li>A clear pathway to <strong>Senior Paraplanner</strong> or <strong>Technical Specialist</strong> roles</li><li>Involvement in shaping advice processes and mentoring junior team members</li></ul> <p>If you want to become a highly respected technical expert, this firm will give you the platform.</p> <strong>What they’re looking for</strong> <ul> <li>Strong experience in a paraplanning role within wealth management</li><li>Confident producing <strong>detailed, bespoke suitability reports</strong></li><li>Solid understanding of pensions, investments, tax planning and cashflow modelling</li><li>High attention to detail and pride in producing quality work</li><li>Someone proactive, analytical and comfortable working with complex cases</li><li>Level 4 Diploma qualified (or very close), with a desire to progress further</li></ul> <p>This role suits someone who enjoys technical challenge, autonomy and being part of a premium advice process.</p> <strong>What you’ll get in return</strong> <ul> <li><strong>£36,000–£44,000</strong> depending on experience and qualifications</li><li>Hybrid working with <strong>2 days from home</strong></li><li>25 days holiday + bank holidays</li><li>Full exam funding and study support</li><li>Modern Harrogate office with a friendly, collaborative team</li><li>Exposure to HNW clients and sophisticated planning</li><li>A firm that genuinely values paraplanners and invests in their careers</li></ul> <p><br /></p>