Paraplanner

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:

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• Preparing accurate suitability reports and client correspondence
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• Conducting technical and comparative research
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• Supporting advisers with client reviews and recommendations
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• Ensuring all work meets FCA and compliance standards
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• Managing multiple cases while maintaining high levels of accuracy
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• Liaising professionally with advisers, clients, and third parties
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About You

You will ideally have:

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• Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services
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• Strong technical knowledge of financial products and regulations
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• Excellent analytical, organisational, and communication skills
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• A proactive approach and the ability to work both independently and as part of a team
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Benefits

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• Competitive salary depending on experience
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• Hybrid working
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• Pension scheme
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• Private Medical Cash Plan
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• Death in Service benefit
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• 25 days holiday plus bank holidays
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• Your birthday off
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If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you.

Send your CV or contact if you require more information to Louise Sparkes Unity Resourcing

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