Paraplanner | York (YO61)
Hybrid working pattern
Up to £45,000 basic salary + competitive
Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York.
You’ll be joining a well-established group that is going from strength to strength with presence across the UK.
This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career.
The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor.
The role
- Prepare high-quality, compliant financial planning reports.
- Conduct detailed product, fund, and market research.
- Collaborate with advisers to deliver bespoke, client-focused solutions.
- Manage, train, and mentor a local technical team.
- Contribute to continuous process and reporting improvements.
About you
- Studying towards or achieved Level 4 Diploma status
- Strong technical expertise across pensions, investments, estate & tax planning.
- Intelliflo (Intelligent Office) experience preferable