Paraplanner

Senior Paraplanner Location: Harrogate, hybrid working – 3 days office 2 days WFH. Salary: £45,000 – £50,000 Discretionary Bonus Benefits Company: Global Wealth Management Firm Experience Required: Minimum 10 Years Paraplanning Experience Overview We are seeking a highly experienced Senior Paraplanner to join our clients Harrogate office. This is an exciting opportunity to work with a global wealth management company, supporting Financial Planners in delivering high-quality advice and client service. You will play a key role in report writing, technical research, mentoring junior team members, and enhancing paraplanning processes and tools. Key Responsibilities Draft suitability reports in line with compliance and departmental standards. Collaborate with Financial Planners to ensure complete and accurate client information. Interpret adviser meeting notes and prepare tailored recommendations with precision. Provide technical guidance to advisers to support good consumer outcomes. Uphold Treating Customers Fairly (TCF) principles and ensure a consistent client experience. Maintain high standards of data quality and compliance across all processes. Update workflow systems to support accurate and timely management reporting. Manage personal caseload efficiently and maintain up-to-date records. Conduct research and analysis on existing client policies and schemes. Generate illustrations and Key Features documentation to support advice. Stay current with industry developments and maintain technical expertise. Coach, mentor, and support the development of junior paraplanners. Champion best practices and process adherence across the team. Identify and implement improvements to paraplanning processes. Requirements for Senior Paraplanner: Qualifications: Level 4 Diploma in Financial Planning (minimum) Level 6 or working towards Level 6 (preferred) Experience & Skills: Minimum 10 years of paraplanning experience Strong technical knowledge across financial planning areas Proven mentoring and coaching abilities Excellent written and verbal communication skills High attention to detail and analytical mindset Strong time management and ability to meet deadlines Collaborative team player with a proactive approach Benefits Competitive salary package Discretionary annual bonus Comprehensive benefits scheme Opportunities for professional development Supportive and inclusive team culture

Location: Harrogate, UK, GB

Posted Date: 9/8/2025