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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, life cover, and funded qualifications.
- Other info: Flexible career paths available, whether staying a Paraplanner or progressing to Adviser.
- Why this job: Join a stable team focused on high-quality advice and long-term career growth.
- Qualifications: Experience as a Paraplanner and producing suitability reports is essential.
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.
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.
Pension Paraplanner 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 Pension Paraplanner in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Since this role focuses on producing suitability reports across pensions and investments, make sure you can confidently discuss your experience and how it aligns with what the firm needs.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it gives us a chance to see your application first-hand and connect with you directly.
We think you need these skills to ace Pension Paraplanner in York
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your work with suitability reports across pensions and investments. We want to see how your skills align with what we value in our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you’re passionate about the Paraplanner role and how you can contribute to our supportive culture. Let us know what excites you about working with our Financial Advisers.
Showcase Your Technical Skills: Since this role is technically focused, don’t forget to mention any relevant CRM experience, like Salesforce. We appreciate candidates who can hit the ground running and help keep our processes smooth and compliant.
Apply Through Our Website: We encourage you to apply directly through our website for a seamless application process. It’s the best way for us to receive your application and get to know you better!
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
If you've got experience with CRM systems like Salesforce, be sure to highlight that during the interview. Talk about how these tools have helped you streamline processes or improve communication with advisers. It’s all about demonstrating that you can hit the ground running!
✨Cultural Fit Matters
This company values a supportive and respectful culture, so be prepared to discuss how you align with those values. Share examples of how you've contributed to a positive team environment in your previous roles. They want to see that you’ll thrive in their long-standing team.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to financial planning and how they support their Paraplanners. This shows that you’re genuinely interested in the role and the company, plus it gives you a chance to assess if it’s the right fit for you too.