Eden Rose
Paraplanner – Harrogate
Harrogate | Up to £40,000 | Supportive, close knit team
Are you a Paraplanner looking for a role where you can genuinely make an impact, work closely with advisers, and be part of a friendly, growing firm?
This opportunity in Harrogate offers exactly that.
We’re working with a well established wealth management firm who are looking to add a talented Paraplanner to their team. You’ll play a key role in supporting advisers across the full advice process, while also gaining exposure to a wide variety of client scenarios.
What you’ll be doing
- Researching and analysing clients’ existing assets, including performance, costs and investment options.
- Identifying client risk profiles and objectives using Dynamic Planner and adviser discussions.
- Preparing detailed cashflow plans using Intelligent Planning.
- Drafting suitability letters and analysis documents for adviser review.
- Supporting wider team operations in a small, collaborative environment.
- Assisting with admin tasks when needed, including client reviews, updating IO, processing new business and managing diaries.
- Handling fund switches, paperwork, KIDs, transfers, top ups and withdrawals.
- Ensuring accurate record keeping, timely follow ups and maintaining client files.
- Helping with phones and ensuring all correspondence is logged correctly.
Why this role stands out
You’ll be joining a supportive, close knit team where your work is valued and your development matters. The role offers a blend of technical paraplanning and hands on involvement across the client journey ideal for someone who enjoys variety and wants to grow within a respected local firm.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Admin Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.