At a Glance
- Tasks: Provide high-quality paraplanning support and contribute to client strategy discussions.
- Company: YorWealth, a growing financial planning firm focused on client relationships.
- Benefits: Competitive salary, hybrid working, bonuses, and professional development support.
- Other info: Collaborative culture with genuine opportunities for career progression.
- Why this job: Join a supportive team and build a long-term career in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 5 years' paraplanning experience.
The predicted salary is between 38000 - 42000 £ per year.
YorWealth is a growing and ambitious financial planning firm committed to delivering high-quality, independent financial advice and an outstanding level of service to our clients. We are building a modern, client-focused business with a strong emphasis on long-term relationships, technical excellence and doing the right thing for our clients. As we continue to grow, we are looking for an experienced and motivated Senior Paraplanner to become an integral part of our team. We pride ourselves on offering a supportive and collaborative environment where every team member has the opportunity to contribute to the growth and development of the business. This is an excellent opportunity for someone who genuinely enjoys paraplanning and is looking to build a long-term career within a progressive financial planning firm.
Key Purpose of the Role
You will provide high-quality paraplanning support to the Financial Advisers and play an important role in delivering excellent outcomes for clients. This role goes beyond report writing and research. You will be encouraged to contribute to client strategy discussions, assist in developing financial plans and work closely with advisers throughout the advice process. Experience in improving workflows, processes and team efficiencies would also be beneficial as the business continues to evolve.
Duties and Responsibilities
- Support Financial Advisers with technical research and analysis to meet client objectives
- Prepare Financial Plans and Suitability Reports
- Conduct product and provider research across pensions, investments and protection
- Prepare and collate documentation supporting recommendations
- Assist with client meetings where appropriate, including note taking and follow-up actions
- Manage your own workflows and prioritise workloads effectively
- Contribute towards improving internal processes, systems and efficiencies
- Assist in maintaining high technical and compliance standards
- Support and collaborate with the wider team where required
Skills and Experience
We are looking for someone who:
- Holds the Level 4 Diploma in Regulated Financial Planning (minimum)
- Has at least 5 years’ experience within a paraplanning role
- Has strong technical knowledge across pensions, investments and financial planning
- Has experience writing high-quality suitability reports
- Is organised, detail-oriented and able to manage workloads effectively
- Has excellent communication and interpersonal skills
- Works well independently and as part of a team
- Wants to develop a long-term career in paraplanning within a growing business
- Has experience using financial planning and cashflow modelling software, with preference of experience using Intelligent Office and ATEB Suitability report writer
Experience with areas such as pension crystallisation, inheritance tax planning, trusts, VCTs or EIS planning would be advantageous.
What We Offer
- Competitive salary of £38,000–£42,000 depending on experience
- Discretionary bonus scheme
- Hybrid working flexibility
- 5% matched employer pension contribution after successful completion of probation
- Private medical insurance scheme after successful completion of probation
- Ongoing support with professional development and qualifications
- Supportive and collaborative working culture
- Genuine long-term career progression opportunities
- Opportunity to contribute to the growth and development of the business
Senior Paraplanner employer: YorWealth Ltd
YorWealth is an exceptional employer that fosters a supportive and collaborative work culture, making it an ideal place for a Senior Paraplanner to thrive. With a strong emphasis on professional development, competitive salaries, and hybrid working flexibility, employees are encouraged to grow their careers while contributing to the firm's commitment to delivering high-quality financial advice. The opportunity to engage in meaningful client strategy discussions and improve internal processes further enhances the rewarding experience of being part of this ambitious financial planning firm.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at YorWealth. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and financial planning confidently. We want to see your passion for paraplanning shine through!
✨Tip Number 3
Show us your collaborative side! Be ready to share examples of how you've worked with advisers or improved processes in your previous roles. We love candidates who can contribute to our supportive team environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our growing team at YorWealth.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially any work with financial plans and suitability reports. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your background aligns with our values at YorWealth. Let us know what excites you about joining our team.
Showcase Your Technical Skills:Since we're looking for someone with strong technical knowledge, be sure to mention your experience with financial planning software and any specific areas of expertise, like pension crystallisation or inheritance tax planning. We love detail-oriented candidates!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our growing team!
How to prepare for a job interview at YorWealth Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and financial planning. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Show Your Passion for Paraplanning
YorWealth is looking for someone who genuinely enjoys paraplanning. Share your enthusiasm for the role and how you see yourself contributing to client strategy discussions and improving workflows within the team.
✨Prepare for Practical Questions
Expect questions that assess your problem-solving skills and ability to manage workloads effectively. Think of examples from your past experience where you've improved processes or handled challenging situations.
✨Engage with the Team Spirit
Since YorWealth values collaboration, be prepared to discuss how you work within a team. Highlight any experiences where you've supported colleagues or contributed to a positive team environment.
