York
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 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 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, AssureWeb, and major investment platforms, • Investment Platforms: Parmenion, Fidelity, Abrdn, Aviva, Transact, Hubwise, • Cashflow Software: iO Planning, • FE Analytics, Selectapension, AssureWeb/Exchange