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, 30 days holiday, and professional development support.
- Other info: Opportunity for genuine career progression and to impact business growth.
- 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
- 30 days holiday plus bank holidays
- 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
- Free Parking
Senior Paraplanner in York 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 commitment to employee development, competitive salaries, and hybrid working flexibility, we empower our team members to contribute meaningfully to the growth of the business while enjoying genuine long-term career progression opportunities. Located in a vibrant area, we also offer attractive benefits such as a discretionary bonus scheme, private medical insurance, and generous holiday allowances, ensuring our employees feel valued and motivated.
StudySmarter Expert Advice🤫
We think this is how you could land Senior 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 Senior Paraplanner role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent trends in financial planning. Be ready to discuss how you can contribute to client strategy discussions and improve workflows, as these are key aspects of the role at YorWealth.
✨Tip Number 3
Showcase your experience with financial planning software during interviews. If you've used Intelligent Office or ATEB Suitability report writer, make sure to highlight this! It’s a great way to demonstrate your readiness for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our supportive and collaborative team at YorWealth.
We think you need these skills to ace Senior Paraplanner in York
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in paraplanning. We want to see how your skills align with our needs, so don’t be shy about showcasing your technical knowledge and past achievements!
Show Your Passion:Let us know why you love paraplanning! Share your enthusiasm for financial planning and how you can contribute to building long-term relationships with clients. A genuine passion can really make your application stand out.
Be Clear and Concise:When writing your suitability reports or any other documentation, clarity is key. We appreciate well-structured and easy-to-read applications that demonstrate your attention to detail and organisational skills.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our 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 strategies you've worked on in the past, as this will show your depth of understanding and experience.
✨Show Your Collaborative Side
YorWealth values teamwork, so be prepared to talk about how you've worked with Financial Advisers or other team members in the past. Share examples of how you've contributed to client strategy discussions or improved workflows, as this will highlight your ability to fit into their supportive environment.
✨Prepare for Practical Scenarios
Think about potential scenarios you might face in the role, such as preparing a suitability report or conducting product research. Practising how you'd approach these tasks can help you articulate your thought process during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the company’s growth and your potential role in it. Inquire about their approach to client relationships or how they support professional development, which will demonstrate your long-term commitment to the firm.
