Paraplanner Harrogate
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Job Location:
Yearly Salary:
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
The Role
You will be responsible for:
- Preparing accurate suitability reports and client correspondence
- Conducting technical and comparative research
- Supporting advisers with client reviews and recommendations
- Ensuring all work meets FCA and compliance standards
- Managing multiple cases while maintaining high levels of accuracy
- Liaising professionally with advisers clients and third parties
About You
You will ideally have:
- Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services
- Strong technical knowledge of financial products and regulations
- Excellent analytical organisational and communication skills
- A proactive approach and the ability to work both independently and as part of a team
Benefits
- Competitive salary depending on experience
- Hybrid working
- Pension scheme
- Private Medical Cash Plan
- Death in Service benefit
- 25 days holiday plus bank holidays
- Your birthday off
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
About Company
Unity Resourcing is a Harrogate Recruitment Company who specialises in Marketing, Customer Service, Accountancy, Sales and Account Management, PA and Secretarial, Administration and Sales Support. We connect people looking for a job in the Harrogate and Yorkshire are. Dedicated, knowl ... View more
