Paraplanner | York (YO61)
Hybrid working pattern
Up to £45,000 basic salary + competitive
This is an exciting opportunity to join a fast-growing, acquisitional financial advice group with a strong national presence and an inclusive, collaborative culture.
What You’ll Do
- 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.
What We’re Looking For
- QCF Level 4 qualified (support provided to Level 6 / Chartered).
- Strong technical expertise across pensions, investments, estate & tax planning.
- Intelliflo (Intelligent Office) experience preferred.
- Proven ability to lead, prioritise, and communicate effectively.