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- Tasks: Support Financial Advisers by producing suitability reports and technical documentation.
- Company: Respected financial planning practice with a supportive and professional culture.
- Benefits: Competitive salary, hybrid working, pension, health cash plan, and funded qualifications.
- Other info: Flexible career paths available, whether you want to stay a Paraplanner or become an Adviser.
- Why this job: Join a stable team that values your expertise and offers career growth opportunities.
- Qualifications: Experience as a Paraplanner and producing suitability reports in pensions and investments.
The predicted salary is between 35000 - 45000 £ per year.
This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well-run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high-quality advice support rather than administration.
In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long-standing team where staff retention is high and expectations are clear.
Key aspects of the Paraplanner job include:
- Writing suitability reports across pensions, investments and protection
- Direct Paraplanner support to advisers rather than pooled support
This Paraplanner job suits someone seeking long-term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals.
Paraplanner Requirements
- Essential - experience working as a Paraplanner within a financial planning firm
- Essential - experience producing suitability reports across pensions and investments
- Desirable - CRM experience such as Salesforce
The Company
The company is a well-established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long-term focused.
Paraplanner Benefits
- Salary circa £35,000 to £45,000 depending on experience
- Full time, permanent Paraplanner job
- Hybrid working with a minimum of three days office based
- Pension, life cover and health cash plan
- Funded professional qualifications and exam support
- 25 days holiday plus bank holidays
If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion.
Paraplanner (Pensions Management) in York employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about Paraplanner roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role focuses on pensions and investments, make sure you can discuss these topics confidently. We want you to shine when it comes to suitability reports!
✨Tip Number 3
Showcase your experience with CRM systems like Salesforce. If you’ve got the skills, let’s highlight them! This could set you apart from other candidates and show you’re ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner (Pensions Management) in York
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with suitability reports and your understanding of pensions and investments. We want to see how your skills align with what we’re looking for!
Showcase Your Technical Skills: Since this role is technically focused, don’t shy away from detailing your experience with CRM systems like Salesforce. We love seeing candidates who can demonstrate their technical prowess in financial planning.
Be Clear and Concise: When writing your suitability reports or any documentation, clarity is key. Use straightforward language and structure your thoughts logically. We appreciate well-organised applications that reflect your ability to communicate effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you get the attention you deserve. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss your experience in producing suitability reports and how you've supported Financial Advisers in the past. This will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Technical Skills
Since this role is technically focused, be prepared to talk about any CRM systems you've used, like Salesforce. If you have examples of how you've used these tools to enhance your work or improve processes, share those stories during the interview.
✨Emphasise Teamwork
This position involves working closely with Financial Advisers, so highlight your ability to collaborate effectively. Share examples of how you've kept cases moving smoothly and compliantly in previous roles, demonstrating your commitment to high-quality advice support.
✨Align with Their Culture
The company values stability and a respectful culture, so make sure to express your desire for long-term growth within the firm. Discuss your career goals and how they align with the opportunity to remain a Paraplanner or progress to a Financial Adviser, showing that you're in it for the long haul.