Full job descriptionSenior 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
£42,000 - £45,000 + discretionary bonus
Plus:
* Hybrid working
*38 days’ holiday + bank holidays
* 5% matched employer pension
* Private medical insurance
* Professional development and qualification support
* Genuine career progression
* Free parking
*Fantastic team and supportive working environment
Interested?
If you’re looking for your next long-term move, want to work with a great team, and would like to join a business where you can genuinely contribute and develop, I’d love to hear from you.
Apply today with your CV or contact me for a confidential conversation.