Paraplanner – Elevate Your Career in Wealth Management Are you an experienced Paraplanner looking for a role where your technical expertise truly makes a difference? Join a thriving financial planning firm that values precision, collaboration, and professional growth. Why This Role? Influential Position – Play a key role in delivering high-quality financial advice by providing technical research and analytical support to advisers. Career Progression – Work towards achieving Chartered status with full support from the firm. Work-Life Balance – Enjoy flexibility in your start and finish times. Collaborative Team – Join a supportive and dynamic team based in Harrogate, with occasional travel to client sites. What You’ll Be Doing: Technical Research & Suitability Reports – Prepare detailed reports and letters, ensuring all client recommendations are compliant and well-supported. Client Engagement – Understand clients’ financial positions, liaise with advisers, and provide factual updates to clients. Financial Analysis – Conduct in-depth research to assess the suitability of financial products based on clients' goals. Annual Reviews & Compliance – Support ongoing client relationships by reviewing existing arrangements and ensuring all paperwork is up to regulatory standards. Adviser Support – Assist advisers with essential tasks to maintain a high level of client service. What We’re Looking For: Diploma-qualified or working towards it – Aiming for Chartered status? We’ll help you get there. Strong knowledge of financial products and services – With a keen eye for suitability. Analytical mindset – Ability to assess and interpret financial records. Organised & detail-focused – Managing multiple cases effectively. Salary & Benefits: Competitive salary £40,000 - £45,000 Harrogate-based with occasional client site travel Support towards Chartered status A collaborative and professional work environment If you’re ready to take your Paraplanning career to the next level, apply today