Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York.
You’ll be joining a well-established group that is going from strength to strength with presence across the UK.

This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career.

The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor.
What You’ll Do
*Prepare high-quality, compliant financial planning reports
*Conduct detailed product, fund, and market research
*Collaborate with advisers to deliver bespoke, client-focused solutions
*Manage, train, and mentor a local technical team
*Contribute to continuous process and reporting improvements
What We’re Looking For
*Studying towards or achieved Level 4 Diploma status
*Strong technical expertise across pensions, investments, estate & tax planning
*Intelliflo (Intelligent Office) experience preferable






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