Senior Paraplanner

Paraplanner - York, Yorkshire and the Humber

Ref: 1370Monday 24 June 2024

Up to £47,000

Are you ready to elevate your career as a Senior Paraplanner? A highly acclaimed financial planning firm, is looking to hire a Senior Paraplanner in their offices in Yorkshire between Leeds and York.

The team takes pride on delivering an exceptional service across the region and have created a small but highly experienced team. Are you looking to thrive in a vibrant environment and seize growth opportunities, shape your career trajectory with our unwavering support and guidance and participate actively in client meetings and craft financial strategies then apply now..


The basic salary range for a Paraplanner at this firm is up to £47,000

Competitive salary with bonus, Generous annual leave, including birthdays off, Group pension with employer and employee contributions, Life Insurance, Private Medical Insurance, Healthcare Scheme, Support for ongoing training and qualifications, Flexibility in work arrangements, Free parking.


Key Responsibilities:

Mentor and train Paraplanners and Administration staff.

Collaborate with Financial Planners on research, analysis, and client strategies.

Create Financial Plans and Suitability Reports.

Prepare documentation to support recommendations.

Engage in client meetings and follow-up actions.

Streamline paraplanning processes for efficiency.

Qualifications and Skills:


To be considered:

Hold a Level Four Diploma qualification or higher,

Proficiency in financial planning and compliance aspects.

Strong organisational skills under pressure.

Experience in report writing and market research.

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