Pension Paraplanner in York

Pension Paraplanner in York

York Full-Time No working from home possible
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Job Description | Paraplanner | £42,000 - £45,000 | Hybrid Working | Medical Cover, Free Parking + Strong Holiday Allowance | Are you Level 4 Diploma qualified with strong paraplanning experience and looking for genuine work-life balance, excellent benefits and long-term career progression? A superb opportunity has arisen in the York area for a Paraplanner to join our client’s independent practice in the York area. This is an excellent opportunity for an experienced Paraplanner looking for a supportive and friendly team, with genuine work-life balance, hybrid and flexible working, and a fantastic holiday allowance. As a Paraplanner, you will: Prepare suitability reports and financial plans Conduct technical research across pensions, investments and protection Support advisers with financial planning strategies Work on inheritance tax planning cases, including Trusts and Business Property Relief (BPR) Support recommendations involving EIS and VCT planning Help improve processes and efficiencies Paraplanner requirements: Strong paraplanning experience within financial planning Experience or exposure to inheritance tax planning Someone who values culture, teamwork and long-term career growth A genuinely positive person who wants to be part of building something 42,000 - £45,000 salary, depending on experience ~38 days holiday inclusive of bank holidays ~ Hybrid working and flexibility ~ Discretionary bonus scheme ~5% matched pension contribution ~ Private medical cover ~ Career path with real progression opportunities ~ Free parking ~ If you're a Level 4 Diploma-qualified Paraplanner looking for a role offering genuine work-life balance, flexible working, excellent benefits and the opportunity to develop your career within a supportive independent practice, we'd love to hear from you.

Pension Paraplanner in York employer: GCB Recruitment

Join a dynamic and rapidly expanding estate agency group in Bury St Edmunds as the Head of Finance, where you will enjoy a supportive and collaborative work environment. With a competitive salary of up to £45,000, on-site parking, and company discounts, this role offers genuine career growth opportunities and the chance to influence key financial strategies within a successful organisation. Embrace the autonomy and responsibility that comes with leading a small finance team while contributing to the company's ongoing success.

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Contact Details:

GCB Recruitment Recruitment Team