Paraplanner

Paraplanner – Harrogate Wealth Management

Job  |

Location:

Harrogate | Salary: £35,000 - £40,000 per annum |

Employment Type:

Permanent

• Location:
  
  Harrogate, North Yorkshire
• Type:
  Permanent
• Job #90612
• Salary: £35,000 - £40,000 Per Annum

We’re working with a well‑established wealth management firm 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.

• 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.

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.