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Unity Resourcing
Paraplanner HarrogateUnity Resourcing • Harrogate, England, UK
Paraplanner Harrogate

Paraplanner Harrogate

Unity Resourcing • Harrogate, England, UK
30+ days ago
Salary
£35,000.00 yearly
Job type
  • Full-time
Job description

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.

The Role

You will be responsible for:

  • 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


Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 35000 - 45000
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Paraplanner Harrogate • Harrogate, England, UK

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