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