Senior Paraplanner
Salary: £38,000 to £42,000 per annum plus excellent benefits (dependent on qualifications and experience)
Job Type: Full Time, Permanent
Location: York / Hybrid Working Available
Why join YorWealth?
YorWealth is a growing and ambitious financial planning firm committed to delivering high-quality, independent financial advice and an outstanding level of service to our clients.
We are building a modern, client-focused business with a strong emphasis on long-term relationships, technical excellence and doing the right thing for our clients. As we continue to grow, we are looking for an experienced and motivated Senior Paraplanner to become an integral part of our team.
We pride ourselves on offering a supportive and collaborative environment where every team member has the opportunity to contribute to the growth and development of the business. This is an excellent opportunity for someone who genuinely enjoys paraplanning and is looking to build a long-term career within a progressive financial planning firm.
Key Purpose of the Role
You will provide high-quality paraplanning support to the Financial Advisers and play an important role in delivering excellent outcomes for clients.
This role goes beyond report writing and research. You will be encouraged to contribute to client strategy discussions, assist in developing financial plans and work closely with advisers throughout the advice process.
Experience in improving workflows, processes and team efficiencies would also be beneficial as the business continues to evolve.
Duties and Responsibilities
- Support Financial Advisers with technical research and analysis to meet client objectives
- Prepare Financial Plans and Suitability Reports
- Conduct product and provider research across pensions, investments and protection
- Prepare and collate documentation supporting recommendations
- Assist with client meetings where appropriate, including note taking and follow-up actions
- Manage your own workflows and prioritise workloads effectively
- Contribute towards improving internal processes, systems and efficiencies
- Assist in maintaining high technical and compliance standards
- Support and collaborate with the wider team where required
Skills and Experience
We are looking for someone who:
- Holds the Level 4 Diploma in Regulated Financial Planning (minimum)
- Has at least 5 years’ experience within a paraplanning role
- Has strong technical knowledge across pensions, investments and financial planning
- Has experience writing high-quality suitability reports
- Is organised, detail-oriented and able to manage workloads effectively
- Has excellent communication and interpersonal skills
- Works well independently and as part of a team
- Wants to develop a long-term career in paraplanning within a growing business
- Has experience using financial planning and cashflow modelling software, with preference of experience using Intelligent Office and ATEB Suitability report writer.
Experience with areas such as pension crystallisation, inheritance tax planning, trusts, VCTs or EIS planning would be advantageous.
What We Offer
- Competitive salary of £38,000–£42,000 depending on experience
- Discretionary bonus scheme
- Hybrid working flexibility
- 30 days holiday plus bank holidays
- 5% matched employer pension contribution after successful completion of probation
- Private medical insurance scheme after successful completion of probation
- Ongoing support with professional development and qualifications
- Supportive and collaborative working culture
- Genuine long-term career progression opportunities
- Opportunity to contribute to the growth and development of the business
- Free Parking
How to Apply
If you are an experienced paraplanner looking to join a forward-thinking and growing financial planning firm where you can make a real impact, we would love to hear from you.
Please apply with your CV and a short covering note outlining why the opportunity interests you and why you feel you would be a strong addition to the YorWealth team.
Pay: £38,000.00-£42,000.00 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
