Paraplanner – 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
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Researching and analysing clients’ existing assets, including performance, costs and investment options.
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Identifying client risk profiles and objectives using Dynamic Planner and adviser discussions.
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Preparing detailed cashflow plans using Intelligent Planning.
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Drafting suitability letters and analysis documents for adviser review.
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Supporting wider team operations in a small, collaborative environment.
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Assisting with admin tasks when needed, including client reviews, updating IO, processing new business and managing diaries.
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Handling fund switches, paperwork, KIDs, transfers, top?ups and withdrawals.
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Ensuring accurate record?keeping, timely follow ups and maintaining client files.
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Helping with phones and ensuring all correspondence is logged correctly.
Why this role stands out
You’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.