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 £42,000 - £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.