Full job descriptionParaplanner – Harrogate Harrogate | Up to £40,000 | Supportive, close knit team
Are you a Paraplanner looking for a role where you can genuinely make an impact, work closely with advisers, and be part of a friendly, growing firm?
This opportunity in Harrogate offers exactly that.
We’re working with a well established wealth management firm who are looking to add a talented Paraplanner to their team. You’ll play a key role in supporting advisers across the full advice process, while also gaining exposure to a wide variety of client scenarios.
What you’ll be doing*Researching and analysing clients’ existing assets, including performance, costs and investment options.
*Identifying client risk profiles and objectives using Dynamic Planner and adviser discussions.
*Preparing detailed cashflow plans using Intelligent Planning.
*Drafting suitability letters and analysis documents for adviser review.
*Supporting wider team operations in a small, collaborative environment.
*Assisting with admin tasks when needed, including client reviews, updating IO, processing new business and managing diaries.
*Handling fund switches, paperwork, KIDs, transfers, top ups and withdrawals.
*Ensuring accurate record keeping, timely follow ups and maintaining client files.
*Helping with phones and ensuring all correspondence is logged correctly.
Why this role stands outYou’ll be joining a supportive, close knit team where your work is valued and your development matters. The role offers a blend of technical paraplanning and hands on involvement across the client journey ideal for someone who enjoys variety and wants to grow within a respected local firm.