Paraplanner

Paraplanner - £40,000-£45,000 + Bonus - York

Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm?

Our client, a well-established national wealth management business, is expanding its technical team and is looking for a skilled Paraplanner to support a group of Financial Advisers working with high-net-worth clients.

This is a fantastic opportunity to join a supportive firm offering long-term development, professional qualifications, and clear progression opportunities.

What's in it for you?

• £40,000-£45,000 salary (depending on experience)
• Discretionary annual bonus
• Hybrid working (office-based for first 3-6 months, then hybrid)
• 35-hour working week
• 25 days holiday + bank holidays + additional days with service (up to 30)
• Private Medical Insurance
• Enhanced maternity, paternity, and sick pay
• Income Protection & Death in Service
• Matched pension contributions
• Annual salary review
• Employee benefits & rewards platform
• Funded support towards Level 6 qualifications
• Genuine long-term career progression

The Role

You will provide high-quality technical support to 2-3 advisers, working on a variety of complex financial planning cases. Your work will help shape client recommendations across investments, pensions, estate planning, tax-efficient strategies and more.

Key Responsibilities:

• Producing compliant, well-structured suitability reports
• Detailed product, fund and provider research
• Collaborating with advisers to understand client objectives
• Preparing cashflow modelling and scenario analysis
• Maintaining accurate client files to FCA standards
• Liaising with providers and third parties for information
• Identifying planning opportunities and supporting best practice
• Assisting in improving internal systems and processes

About You

We're looking for someone who is:

• Level 4 Diploma qualified in Financial Planning (essential)
• Experienced in paraplanning within a financial planning/wealth management environment
• Highly organised with exceptional attention to detail
• Strong in written communication and able to produce clear, client-friendly documents
• Confident using Intelliflo (iO) (essential)
• Familiar with tools such as FE Analytics, Selectapension, Assure Web, and major investment platforms
• Proactive, professional, and eager to continue personal development

Systems Experience (Desirable):

• Investment Platforms:
  Parmenion, Fidelity, Abrdn, Aviva, Transact, Hubwise
• Cashflow Software: iO Planning
• FE Analytics, Selectapension, Assure Web/Exchange
• Microsoft Office:
  Excel, Word, Outlook, Teams

Apply today for more information.