Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Harrogate
£40000 - £45000 01/07/2026
NJR16819
£40000 - £45000 01/07/2026
NJR16819
DESCRIPTION
Paraplanner
Harrogate
Up to £45,000 DOE
Office Based
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships.
Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection.
The Role
Key responsibilities will include:
\" Writing detailed and compliant suitability reports
\" Conducting technical research and analysis
\" Preparing recommendation and review documentation
\" Supporting advisers with complex client cases
\" Liaising with providers and platforms to progress business
\" Assisting with annual reviews and ongoing client servicing
\" Ensuring all work meets FCA and internal compliance standards
About You
\" Previous experience within a Paraplanning role is essential
\" Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary
\" Strong experience writing suitability reports
\" Good technical understanding of pensions, investments and financial planning products
\" Excellent attention to detail and organisational skills
\" Professional, personable and team-focused approach
\" Ability to manage workloads effectively within a busy environment
What\'s on Offer
\" Salary up to £45,000 DOE
\" Higher salary available for those with Level 6 Qualifications
\" Enhanced pension scheme
\" Death in Service cover
\" 25 days holiday plus bank holidays
\" Early finish every Friday
\" Friendly and supportive office environment
\" Opportunity to join a well-established and respected Financial Planning firm
This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued.
For a confidential discussion, please contact NJR Recruitment quoting NJR16819
Harrogate
Up to £45,000 DOE
Office Based
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships.
Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection.
The Role
Key responsibilities will include:
\" Writing detailed and compliant suitability reports
\" Conducting technical research and analysis
\" Preparing recommendation and review documentation
\" Supporting advisers with complex client cases
\" Liaising with providers and platforms to progress business
\" Assisting with annual reviews and ongoing client servicing
\" Ensuring all work meets FCA and internal compliance standards
About You
\" Previous experience within a Paraplanning role is essential
\" Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary
\" Strong experience writing suitability reports
\" Good technical understanding of pensions, investments and financial planning products
\" Excellent attention to detail and organisational skills
\" Professional, personable and team-focused approach
\" Ability to manage workloads effectively within a busy environment
What\'s on Offer
\" Salary up to £45,000 DOE
\" Higher salary available for those with Level 6 Qualifications
\" Enhanced pension scheme
\" Death in Service cover
\" 25 days holiday plus bank holidays
\" Early finish every Friday
\" Friendly and supportive office environment
\" Opportunity to join a well-established and respected Financial Planning firm
This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued.
For a confidential discussion, please contact NJR Recruitment quoting NJR16819
Apply Now
