Paraplanner

Job Title: Paraplanner

Location: Harrogate

Salary: Up to £45,000

Hybrid Working scheme

Reference Number: 9844

About the Role

Recruit UK are working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented Paraplanner to join their dynamic team in Harrogate. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions.

This is a fantastic opportunity for a Paraplanner to join a fast-paced, client-focused environment where your work will directly contribute to the company’s continued growth and reputation for excellent service.

Do you want to have:

• A chance to be part of a growing and ambitious organisation?
• A supportive team culture with opportunities for development?
• A competitive salary, discretionary bonus, and flexible benefits?
• The opportunity to work within a hybrid working model and be offered career progression opportunities?

If this sounds like it could be of interest continue to read!

Responsibilities include:

· Draft compliant suitability reports with adviser input.

· Verify information accuracy with planners.

· Prepare client recommendations.

· Support advisers for positive client outcomes.

· Maintain customer service and compliance standards.

· Keep records and workflows updated.

· Meet FCA and company requirements.

· Achieve advice document targets.

· Communicate effectively with teams.

· Manage own caseload efficiently.

· Collect and review client data.

· Assist with new business processing.

· Stay updated on technical knowledge.

· Perform ad hoc duties.

Benefits include:

• Competitive salary of up to £45,000 Bonus scheme
• Hybrid working
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave Bank Holidays
• Buy and sell holiday scheme
• Life Assurance
• Health cash plan
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office.
• And lots of flexible benefits to choose from!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm on a Paraplanner role in Harrogate.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach – career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.