Paraplanner Work, Jobs (with Salaries)

Paraplanner
YorWealth Ltd —York
- £42,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Tax experience
- Free parking
Quick apply
Paraplanner & Systems Specialist
Progressive Strategic Solutions LLP —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply
11d
Paraplanner
Perspective Financial Group —Belfast
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner/Trainee Financial Adviser
Broadstone Corporate Benefits Limited —Remote
- Full-time
- Remote
12d
Paraplanner
RGH‑Global Limited —Edinburgh
- £35,000 - £45,000 a year
- Full-time
- Remote
- IT
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
11d
Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
6d
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Experienced Paraplanner
Countrywide Financial Solutions —Lytham St. Annes
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
6d
Paraplanner
Swiss Life Global Solutions —Cambridge
- Annual leave
- Employee assistance programme
Senior Administrator / Paraplanner
Carlton Mays —Milton Keynes
- £25,090 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Work from home
- Life insurance
Quick apply
Trainee Paraplanner
Boolers —Enderby
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
5d
Senior Advice Technician
AFH Financial Group —Remote
- Full-time
- Remote
- Microsoft Office
- Employee discount
5d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d

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Paraplanner

YorWealth Ltd
York

Quick apply

Job details

Permanent | Full-time
£42,000 - £45,000 a year

Benefits

Free parking
Additional leave
Financial planning services
Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Report writing
Organisational skills
Financial services
Tax experience

Full job description

£42,000 - £45,000 Salary + 38 Days Holiday (Inclusive of Bank Holidays)

Paraplanner | York / Hybrid Working | Full Time

Work to live. Don’t live to work.

At YorWealth, we’ve spent the last 6 years building a financial planning business that genuinely puts people first - not just our clients, but our team too.

We’re not interested in burnout culture, corporate hierarchy or people feeling like just another employee.

We want people to enjoy their careers, enjoy their lives outside of work and feel part of something they genuinely care about building.

That’s why every member of the YorWealth team receives the same holiday entitlement, the same respect and the same opportunity to grow.

We believe if we look after our people properly, they’ll naturally look after our clients in exactly the same way.

And it works.

We’ve built a vibrant, ambitious and supportive team that enjoys working together, celebrates each other’s success and wants to keep building something special together.

Now we’re looking for a Paraplanner to join us.

What You’ll Be Doing

You’ll work closely with our Advisers to help deliver high-quality financial planning and outstanding client outcomes.

This includes:

Preparing suitability reports and financial plans
Technical research across pensions, investments and protection
Supporting advisers with planning strategies
Working on inheritance tax planning cases including Trusts and Business Property Relief (BPR)
Supporting recommendations involving EIS and VCT planning
Helping improve processes and efficiencies as we continue to grow
Collaborating with a close-knit and ambitious team

This is not a “sit quietly and write reports” role.

We want someone who enjoys being involved, contributing ideas and becoming a valued part of the wider business.

What We’re Looking For

Level 4 Diploma qualified (minimum)
Strong paraplanning experience within financial planning
Excellent technical knowledge
Experience or exposure to inheritance tax planning, Trusts, BPR, EIS and VCTs would be highly beneficial
Organised, proactive and detail-focused
Someone who values culture, teamwork and long-term career growth
A genuinely positive person who wants to be part of building something

Most importantly, we want someone who cares about people - because that’s what YorWealth is built around.

What You’ll Get

£42,000 - £45,000 salary (depending on experience)
38 days holiday inclusive of bank holidays
Hybrid working flexibility
Discretionary bonus scheme
5% matched pension contribution
Private medical cover
Ongoing support with development and qualifications
A career path with real progression opportunities
Free parking
A genuinely supportive team environment

Why People Join YorWealth

Because they want:

Flexibility without guilt
A business that genuinely invests in them
A team that enjoys working together
A modern financial planning firm with ambition
A career that fits around life - not the other way around

If that sounds like the kind of environment you’d thrive in, we’d love to hear from you.

Please apply with your CV and a short note about why the role interests you.

Pay: £42,000.00-£45,000.00 per year

Benefits:

Additional leave
Company pension
Financial planning services
Free parking
Private medical insurance

Ability to commute/relocate:

York YO19 4RH: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you hold a Level 4 Diploma in Regulated Financial Planning (minimum)

Experience:

paraplanning: 5 years (preferred)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in York YO19 4RH

Quick apply

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