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Paraplanner (Trainee Advisor route also available)
East Yorkshire
Hybrid working
Salary up to £41k
This is a fantastic opportunity for a Paraplanner with 2+ years experience who is looking to become an integral part of a growing, independent financial planning firm with a strong reputation and clear growth strategy. The firm offers a collaborative environment, ongoing professional development, and a commitment to delivering the highest standard of client care.
They are looking for a proactive and detail-oriented Paraplanner who thrives on supporting financial planners with high-quality technical work, while also contributing to the wider success and growth of the business. Level 4 diploma or working towards it required.
The BusinessThis well-established, independent, and Chartered financial planning firm has been delivering expert advice for over two decades. With a team of experienced advisers and robust back-office support, the firm focuses on building lasting client relationships and growing primarily through referrals from long-standing professional partnerships.
The RoleAs a Paraplanner, you will:
- Work closely with financial planners to prepare high-quality suitability reports.
- Conduct in-depth research and analysis to support client advice across pensions, investments, tax, and estate planning.
- Ensure that all documentation complies with current regulatory requirements.
- Play a key role in case progression, client reviews, and ongoing financial planning.
- Collaborate with the wider team to improve internal processes and contribute to the firm's continued growth.
The Benefits
- Salary up to £41k
- Hybrid working
- Company Pension
- Exam support
- Death in service
- Private Medical Insurance
- Critical illness cover
- Holiday days + Christmas closure
How to Apply
If you are looking for a role where you can take ownership of your career while being supported by an established firm, we would love to hear from you. Apply today to learn more about this opportunity.
