Senior Paraplanner Location: Harrogate (Hybrid Working) Salary: £50,000 - £60,000 + generous bonus Advertised by: RecruitUK Reference Number: 10153 Recruit UK is recruiting for a Senior Paraplanner to join a rapidly growing financial planning firm in Harrogate. Do you thrive on providing technical excellence, mentoring others, and shaping complex financial solutions? If so, this senior paraplanner role could be your next career move. Ideally, this role is for an individual who has obtained chartered status, but if you have a wealth of experience in a technical paraplanner role, we would love to hear from you. Key Responsibilities Technical Paraplanning & Analysis <ul> <li>Produce high-quality, compliant suitability reports across pensions, investments, protection, and estate planning.</li><li>Carry out complex technical calculations, including: <ul> <li>Offshore and onshore bond calculations</li><li>Chargeable event gain analysis & top slicing relief</li><li>Carry forward, pension annual allowance, and tapered annual allowance calculations</li></ul> </li><li>Support advisers with: <ul> <li>Pension crystallisation strategies</li><li>Retirement income and tax-free cash planning</li><li>Investment and portfolio structuring</li><li>Intergenerational and estate planning</li></ul> </li><li>Analyse, recommend, and assist with the purchase of gilts considering yield, maturity, and suitability</li><li>Keep abreast of legislative, regulatory, and tax changes, applying them pragmatically to client advice</li></ul> Trusts & Estate Planning <ul> <li>Provide advanced technical support across UK trust structures, including: discretionary, bare, interest in possession, loan, and discounted gift trusts</li><li>Support advisers with trust income tax, capital gains tax, periodic and exit charges, and trust registration/reporting</li><li>Assist with trust-based investment planning and suitability</li><li>Act as a technical reference point on complex estate and succession planning cases</li></ul> Research, Compliance & Process <ul> <li>Conduct detailed product and fund research</li><li>Prepare cashflow models, projections, and technical appendices</li><li>Ensure all advice meets FCA requirements, internal standards, and best practice</li><li>Work independently to manage complex cases end-to-end</li><li>Contribute to ongoing improvement of paraplanning processes, templates, and technical frameworks</li></ul> Mentoring & Leadership <ul> <li>Act as a senior technical resource for advisers and paraplanners</li><li>Review work produced by junior paraplanners</li><li>Provide guidance, coaching, and technical mentoring</li><li>Help maintain high technical and professional standards across the business</li></ul> About You: Requirements: <ul> <li>Chartered Financial Planner (CII) status achieved (Ideally)</li><li>10+ years’ paraplanning experience within a UK IFA firm</li><li>Strong, hands-on experience with: offshore/onshore bonds, chargeable event gains, gilts, pension allowance calculations, and UK trust structures</li><li>Excellent knowledge of UK pensions, investments, and personal/trust/estate taxation</li><li>Exceptional attention to detail and high-quality written communication</li><li>Able to work autonomously, manage competing priorities, and meet deadlines</li><li>Genuine enthusiasm for paraplanning as a long-term career</li><li>Comfortable mentoring and supporting junior paraplanners</li></ul> What’s on Offer <ul> <li>Salary: £50,000 - £60,000 (depending on experience)</li><li>Very generous bonus structure</li><li>26 days’ holiday plus bank holidays</li><li>Death in Service: 4x salary</li><li>Critical Illness Cover: 1x salary</li><li>Professional, supportive, and technically focused culture</li><li>4 company socials per year, including reward-based events (e.g., fully funded staff ski trips)</li><li>A firm that genuinely values technical expertise and paraplanning as a profession</li></ul> Why should you apply? This is a rare opportunity to join a firm where technical excellence is respected, paraplanners are central to client outcomes, and experience is genuinely valued. If you are looking for a senior paraplanning role where your skills make a real difference, we want to hear from you. Apply today via RecruitUK and take the next step in your paraplanning career.

Senior Paraplanner

Senior Paraplanner

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