At a Glance
- Tasks: Support Financial Advisers in delivering high-quality financial planning advice and preparing detailed reports.
- Company: A supportive and growing financial planning firm in York that values its people.
- Benefits: Hybrid working, 38 days holiday, private medical cover, and ongoing development support.
- Other info: Enjoy a positive work environment focused on teamwork and stability.
- Why this job: Join a collaborative team where your contributions are valued and career growth is encouraged.
- Qualifications: Level 4 Diploma or equivalent experience in paraplanning with strong analytical skills.
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. 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:
- 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.
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.
Paraplanner in York employer: KD Recruitment
Join a supportive and growing financial planning firm in York that prioritises employee well-being and career development. With a modern, people-focused work culture, enhanced holidays, hybrid working options, and a commitment to collaboration, this is an excellent opportunity for experienced Paraplanners seeking a meaningful long-term career. The firm values its team members, offering genuine progression opportunities and a positive environment where everyone can thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in York
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like KD Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in York
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to KD Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on KD Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at KD Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with KD Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at KD Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former KD Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
