Posted 02 August, 2026
Paraplanner
Unity Resourcing Ltd
Harrogate, ENG, GB
Full Time
Job Description
ParaplannerHarrogate | Hybrid Working Available | £35 - £45k DOEAre 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 correspondenceConducting technical and comparative researchSupporting advisers with client reviews and recommendationsEnsuring all work meets FCA and compliance standardsManaging multiple cases while maintaining high levels of accuracyLiaising professionally with advisers, clients, and third partiesAbout YouYou will ideally have:Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial ServicesStrong technical knowledge of financial products and regulationsExcellent analytical, organisational, and communication skillsA proactive approach and the ability to work both independently and as part of a teamBenefitsCompetitive salary depending on experienceHybrid workingPension schemePrivate Medical Cash PlanDeath in Service benefit25 days holiday plus bank holidaysYour birthday offIf 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 ResourcingTPBN1_UKTJ
