Paraplanner

Paraplanner, York / Hybrid role, salary up to £45,000pa

A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation.

The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.

This role also offers a flexible, home-based opportunity, once established.

Key Responsibilities

Prepare comprehensive, compliant financial planning reports for advisers to present to clients

Conduct technical research on products, providers, and planning solutions

Support advisers with client reviews, queries, and ongoing servicing requirements

Act as a point of contact for day-to-day client and adviser support queries

Keep up to date with financial planning legislation, products, compliance requirements and industry developments

Key Requirements

Previous experience within a Financial Advice / Wealth Management firm

Strong paraplanning and report-writing experience is essential

Diploma in Financial Planning is essential.

Cash Flow Modelling at a detailed level

Pensions – pre, at and post retirement

Pension Switching and Pension Transfers

Highly organised with the ability to manage and prioritise workloads effectively

High attention to detail with the ability to produce accurate, well-structured reports and correspondence

Benefits

Hybrid Working Available

Support and funding for professional industry qualifications

Up to 30 days annual leave with holiday purchase (plus bank holidays)

Structured in-house training and development support

Annual salary review

Life assurance and pension scheme