Paraplanner

Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York ?

Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays?

Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop.

This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow.

Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients.

What the Paraplanner job involves

As Paraplanner, you will work closely with the firms Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes.

You will be responsible for preparing suitability reports and detailed financial plans,

Carrying out technical research across pensions, investments and protection

Supporting advisers with planning strategies and recommendations.

Working on inheritance tax planning cases, including Trusts and Business Property Relief

Supporting recommendations involving EIS and VCT planning.

You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB

You may also be able to help to improve internal processes and efficiencies as the business continues to grow.

This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the o...