Paraplanner Work, Jobs in Wetherby (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
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
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- Hybrid work
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- Flexible schedule

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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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