Paraplanner

Job Opportunity: Paraplanner | Harrogate

An independent financial advisor firm in Harrogate is looking for an experienced paraplanner to join their team. This role is ideal for a detail-oriented individual with a strong background in financial planning support.

About the Role

As a paraplanner, you will work closely with advisors to provide high-quality support and ensure clients receive exceptional service. Your main duties will include:

• Writing detailed reports, including client reviews and recommendations for new business
• Supporting financial planners by conducting research and preparing analysis
• Assisting in the preparation of advice and liaising with providers

Candidate Requirements

• At least two years of experience in a similar role within an IFA firm
• Diploma qualified to Level 4 is preferred but not essential
• Experience using Xplan is an advantage
• Ability to work independently as well as part of a team

Salary and Benefits

• Salary: £38,000 to £45,000 (dependent on experience)
• Full-time preferred, but part-time will be considered
• Office-based position
• Additional benefits available

This is an excellent opportunity for a proactive individual looking to advance their career in a reputable IFA firm. If you meet the criteria and are interested in this role, please get in touch with further information or to submit your application.