Paraplanner
Remote / Online - Candidates ideally in
England, UK
Listed on 2026-06-15
England, UK
Listing for:
Taylor James Professional Recruitment
Remote/Work from Home
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services
Job Description & How to Apply Below
Our client, a boutique firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working closely with the advisers, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports
- Level 4 Diploma (or close to completion) (essential)
- Experienced in dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
In return this opportunity offers a basic salary of between £40,000 & £46,000, home working, full study support, bonuses and fantastic benefits package.
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