Paraplanner Work, Jobs in Copgrove, Nyk (with Salaries)

Paraplanner
YorWealth —York
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
2d
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
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Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Regional Wealth Planner
HSBC Global Services Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- Banking
1d
Operations Manager - Financial Services
Benchmark Capital —Harrogate
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Computer networking
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
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Paraplanner

YorWealth
York

Quick apply

Job details

Full-time
£38,000 - £45,000 a year
2 days ago

Benefits

Free parking
Casual dress
Company pension
Private medical insurance

Qualifications

Financial planning
Report writing
Organisational skills
Financial services
Tax experience

Full job description

£38,000 - £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

£38,000 - £45,000 salary depending on experience and qualifications
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

Pay: £38,000.00-£45,000.00 per year

Benefits:

Casual dress
Company pension
Free parking
Private medical insurance

Work Location: In person

Quick apply

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paraplanner jobs in copgrove, nyk

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Regional Wealth Planner

Operations Manager - Financial Services

Team Leader Client Administration

Holistic Financial Adviser

Financial Planning Client Administration Team Leader

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