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