Paraplanner – £40,000–£45,000 + Bonus – York
Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm?

Our client, a well-established national wealth management business, is expanding its technical team and is looking for a skilled Paraplanner to support a group of Financial Advisers working with high-net-worth clients.
This is a fantastic opportunity to join a supportive firm offering long-term development, professional qualifications, and clear progression opportunities.
What’s in it for you?
*£40,000–£45,000 salary (depending on experience)
*Discretionary annual bonus
*Hybrid working (office-based for first 3–6 months, then hybrid)
*35-hour working week
*25 days holiday + bank holidays + additional days with service (up to 30)
*Private Medical Insurance
*Enhanced maternity, paternity, and sick pay
*Income Protection & Death in Service
*Matched pension contributions
*Annual salary review
*Employee benefits & rewards platform
*Funded support towards Level 6 qualifications
*Genuine long-term career progression
The Role
You will provide high-quality technical support to 2–3 advisers, working on a variety of complex financial planning cases. Your work will help shape client recommendations across investments, pensions, estate planning, tax-efficient strategies and more.
Key Responsibilities:
*Producing compliant, well-structured suitability reports
*Detailed product, fund and provider research
*Collaborating with advisers to understand client objectives
*Preparing cashflow modelling and scenario analysis
*Maintaining accurate client files to FCA standards
*Liaising with providers and third parties for information
*Identifying planning opportunities and supporting best practice
*Assisting in improving internal systems and processes
About You
We’re looking for someone who is:
*Level 4 Diploma qualified in Financial Planning (essential)
*Experienced in paraplanning within a financial planning/wealth management environment
*Highly organised with exceptional attention to detail
*Strong in written communication and able to produce clear, client-friendly documents
*Confident using Intelliflo (iO) (essential)
*Familiar with tools such as FE Analytics, Selectapension, AssureWeb, and major investment platforms
*Proactive, professional, and eager to continue personal development
Systems Experience (Desirable):
*Investment Platforms: Parmenion, Fidelity, Abrdn, Aviva, Transact, Hubwise
*Cashflow Software: iO Planning
*FE Analytics, Selectapension, AssureWeb/Exchange
*Microsoft Office: Excel, Word, Outlook, Teams
Apply today for more information.