Paraplanner
CV-LibraryHarrogatepermanentPosted: 14 May 2026
Apply NowParaplanner
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
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