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- Annual Salary: £30,000 - £45,000 (negotiable based on experience)
- Location: York
- Job Type: Full-time
We are seeking a dedicated Financial Paraplanner who thrives in a supportive team environment and is committed to providing exceptional financial advice and solutions to our clients.
Day-to-day of the role:- Handle client queries efficiently and professionally.
- Prepare detailed recommendations and suitability reports.
- Liaise effectively with providers, clients, advisers, and the administration team.
- Maintain accuracy in internal systems and databases.
- Stay updated with financial regulations and market changes.
- Play a major role in assembling advice and solutions for clients.
- Assist in onboarding new clients and maintaining strong relationships.
- Build, review, and maintain financial plans using Voyant software.
- Conduct thorough product analysis and fund research.
- Previous paraplanning experience within financial services.
- Level 4 Diploma qualified or currently working towards it.
- Proven background in creating effective financial solutions for clients.
- Excellent attention to detail and accuracy.
- Ability to achieve agreed outcomes independently.
- Exceptional written and verbal communication skills.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Ability to work both independently and as part of a team.
- Professional and courteous manner.
- Competitive salary range of £30,000 - £45,000, negotiable based on experience.
- 26 days' holiday plus bank holidays, with rising long service annual leave.
- Office closure during Christmas.
- Private medical insurance.
- Extensive training and development opportunities.
- Support and sponsorship with exams.
- A supportive team culture where you are genuinely valued.
Apply today and a member of the team can arrange a confidential chat with more details.
