At a Glance
- Tasks: Support Financial Advisers in delivering top-notch financial planning advice and preparing detailed reports.
- Company: A supportive and growing financial planning firm in York that values its people.
- Benefits: Enjoy hybrid working, 38 days holiday, private medical cover, and a discretionary bonus scheme.
- Other info: Collaborative environment with genuine progression opportunities and a focus on work-life balance.
- Why this job: Join a modern firm where your contributions are valued and career growth is encouraged.
- Qualifications: Level 4 Diploma or equivalent experience in paraplanning with strong technical knowledge.
The predicted salary is between 35000 - 45000 £ per year.
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays?
Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow.
Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients.
What the Paraplanner job involves:
- Working closely with the firms Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes.
- Preparing suitability reports and detailed financial plans.
- Carrying out technical research across pensions, investments and protection.
- Supporting advisers with planning strategies and recommendations.
- Working on inheritance tax planning cases, including Trusts and Business Property Relief.
- Supporting recommendations involving EIS and VCT planning.
- Using industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB.
- Helping to improve internal processes and efficiencies as the business continues to grow.
We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning.
Requirements:
- Level 4 Diploma qualification or equivalent experience in a paraplanner role.
- Strong technical knowledge across financial planning.
- Strong report writing ability.
- A good understanding of the full financial advice process.
This role would suit someone who values stability, teamwork and career development.
Additional Information:
- Full-time, Monday to Friday 9am - 5pm permanent role based in York.
- Hybrid working available, with up to two days working from home each week.
- 38 days holiday inclusive of bank holidays.
- Discretionary bonus scheme.
- 5% employer and 5% employee pension contribution after probation.
- Private medical cover after probation.
- Free parking.
- Genuine progression opportunities.
This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career.
Paraplanner (Pensions Management) in Fulford employer: KD Recruitment Limited
Join a supportive and growing financial planning firm in York that prioritises its employees' well-being and professional development. With a modern, people-focused work culture, enhanced holidays, hybrid working options, and genuine opportunities for career progression, this is an ideal environment for experienced Paraplanners seeking a meaningful and rewarding long-term career. Here, you will be part of a collaborative team that values respect and encourages personal growth while delivering high-quality financial advice to clients.
