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.

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