Paraplanner in York

Paraplanner in York. £42,000 per annum basic, bonus, private medical, hybrid working, 30 days holiday (plus bank holidays), free parking, and an extensive benefits package, 4x death in service and support with professional development and qualifications.

Do you want to join a vibrant and friendly, successful and growing independent Financial Advice firm, with a 99% client retention rate? This Paraplanner will be joining an IFA firm who believes in working to live, not living to work. They enjoy a local approach to face-to-face financial services, enabling deep and sustained client relationships. This is a Financial Planning company that truly has the clients at the centre of everything that they do. Employees are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. They invest in their people, and this is a wealth management company in which you will thrive! If you want to learn and grow, this is the place for you.

This is a paraplanning role that is about contribution, collaboration and genuinely helping shape great client outcomes. This financial advice company encourages ideas, values technical expertise, and offers genuine scope for long-term progression. With ambitious growth plans and a strong focus on long-term relationships, the company is now looking to appoint an experienced Paraplanner to become a key part of its future. This is an opportunity to join a supportive and collaborative environment where paraplanning is viewed as a valued professional discipline.

As a Paraplanner, you will work closely with Financial Advisers across the full financial planning journey, helping to shape recommendations, support planning discussions and deliver high-quality outcomes for clients. This role goes beyond technical research and report writing – you will play an active role in financial planning strategy, contribute to improving operational processes, and help support the continued evolution of the business as it grows.

What you will be doing as a Paraplanner:

• Supporting financial advisers with technical analysis and research across a broad range of client needs
• Producing detailed and compliant suitability reports and financial planning documentation
• Conducting provider and product research across pensions, investments and protection solutions
• Preparing supporting documentation for client recommendations and planning strategies
• Assisting financial advisers throughout the client journey, including meeting preparation and follow-up actions where appropriate
• Managing your own workload effectively while maintaining high standards of accuracy and quality
• Supporting the ongoing development of internal processes, workflows and efficiencies
• Helping maintain strong compliance and technical standards across the business
• Collaborating closely with colleagues to support positive client outcomes and team success

This is a great paraplanning role where your technical capability, professionalism and attention to detail will be highly valued.

Your Paraplanning background:

This opportunity would suit an experienced Paraplanner who enjoys both the technical and collaborative side of financial planning. You will likely bring:

• Level 4 Diploma in Regulated Financial Planning as a minimum
• Strong paraplanning experience within an IFA or wealth management environment
• Technical knowledge across pensions, investments and holistic financial planning
• Experience producing high-quality suitability reports
• Excellent organisational skills and attention to detail
• Strong communication and interpersonal abilities
• A proactive and solutions-focused mindset
• The ability to work independently while also collaborating effectively within a team
• Genuine enthusiasm for building a long-term career within financial planning
• Experience with cashflow modelling and financial planning systems would be highly beneficial, alongside familiarity with back-office and suitability reporting software.
• Additional exposure to areas such as pension crystallisation, trusts, inheritance tax planning, VCTs or EIS solutions would also be welcomed.

What is on offer:

• Competitive salary depending on experience
• Discretionary bonus structure
• Hybrid working flexibility
• Private medical cover following probation
• Generous 30 day annual leave entitlement plus bank holidays
• Pension contribution scheme
• Ongoing support with professional development and qualifications
• Genuine long-term progression opportunities
• A supportive and collaborative team culture
• The opportunity to contribute to the ongoing growth and development of the business
• Free parking

Why this Paraplanning role stands out:

This is a financial planning business that genuinely values its people and understands the importance of creating an environment where individuals can thrive professionally and personally. You’ll be joining a progressive IFA firm where:

• Collaboration is encouraged
• Technical quality is respected
• Ideas and improvements are welcomed
• Client relationships are built for the long term
• Team culture matters
• Career development is actively supported

It is a great opportunity to become part of a financial advice business that is growing thoughtfully, while maintaining the personal, supportive feel that makes people want to stay. If you are an experienced paraplanner looking for a role where your contribution will be visible, valued and genuinely impactful, this could be an excellent long-term move.

At Truestar Talent, we believe the best careers are built in environments where people feel trusted, supported and able to grow - and this opportunity reflects exactly that.