Paraplanner

Paraplanner
- Chartered, Award-Winning Firm
- Wetherby/Boston Spa - £35,000-£45,000 + Bonus

Location: Wetherby / Boston Spa (office based)
Salary: £35,000-£45,000 + bonus up to 15%
Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team

This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team
, giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance.

The firm supports HNW clients
, often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity
, and where your work directly shapes long-term client relationships.

There is a clear progression pathway
, structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly.

You’ll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning.

• Research & analysis for planners
• Producing financial plans & suitability reports
• Preparing documentation for recommendations
• Attending client meetings; taking notes & completing follow-ups Workflow management & compliance oversight
• Handling technical client/provider queries
• Supporting advisers with complex planning cases

• Level 4 Diploma (minimum)
• 18 months+ paraplanning experience
• Strong technical knowledge (pensions, investments)
• Excellent report writing &
  market research skills
• Experience working with HNW clients
• High accuracy, strong communication, able to work independently

• £35,000-£45,000 + bonus up to 15%
• 27 days holiday + bank holidays + birthday off
• 7% employer pension
• Private medical, healthcare & life insurance
• Training & qualification support (advanced/Chartered)
• Free parking
• Supportive, highly qualified team with clear progression