Paraplanner

Senior Paraplanner – York / Hybrid

£ £42,000 - £45,000 + Bonus + Excellent Benefits

Want to work somewhere you’re genuinely valued?

My client is a growing and ambitious financial planning business with a fantastic team, a great working environment and a real focus on its people.

They’re now looking for an experienced Senior Paraplanner to join the team – someone who enjoys what they do, takes pride in producing high-quality work and wants to build a long-term career with a great company.

Why this opportunity?

This isn’t just another paraplanning role.

You’ll work closely with Financial Advisers, have the opportunity to get involved in client strategy and financial planning , and play an important part in helping the business continue to grow.

You’ll also have the opportunity to help improve processes and ways of working – so if you like having a voice and making a difference, this could be a great fit.

The role

Prepare high-quality Financial Plans and Suitability Reports

Carry out technical research across pensions, investments and protection

Support Advisers with client strategies and recommendations

Assist with client meetings and follow-up actions

Manage your own workload and deadlines

Help improve processes, systems and efficiencies

Work closely with a friendly and supportive team

About you

We’re looking for an experienced Paraplanner with:

Level 4 Diploma in Regulated Financial Planning or above

Ideally 5+ years’ paraplanning experience

Strong technical knowledge across pensions, investments and financial planning

Excellent report-writing and research skills

Good organisational and communication skills

A genuine interest in developing a long-term career in paraplanning

Experience with Intelligent Office and ATEB Suitability would be a real advantage, as would knowledge of pension crystallisation, trusts, inheritance tax, VCTs or EIS.

The package

£42,00...