Paraplanner

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.

Paraplanner Responsibilties:
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