Paraplanner in Middlesbrough

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. They are not interested in burnout culture or rigid corporate hierarchy. 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:

• Work closely with the firms Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes.
• Prepare suitability reports and detailed financial plans.
• Carry out technical research across pensions, investments and protection.
• Support advisers with planning strategies and recommendations.
• Work on inheritance tax planning cases, including Trusts and Business Property Relief.
• Support recommendations involving EIS and VCT planning.
• Use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB.
• Help to improve internal processes and efficiencies as the business continues to grow.

This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs.

Skills required:

• Level 4 Diploma qualification or equivalent experience in a paraplanner role.
• Strong technical knowledge across financial planning.
• Excellent analytical skills and a keen eye for detail.
• Strong report writing ability.
• A good understanding of the full financial advice process.
• A proactive, organised and detail-focused approach.
• A steady, collaborative and team-oriented working style.
• A positive attitude and the ability to contribute to a supportive team culture.

This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way.

Other 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.
• Support with ongoing development and further qualifications.
• Genuine progression opportunities.
• A positive, supportive and collaborative team environment.

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.