Senior Paraplanner

Senior Paraplanner

York
£38,000 – £42,000 per year

Full\-time, Permanent
WeRecruit4You Ltd

WeRecruit4You Ltd are currently recruiting on behalf of a growing and ambitious financial planning firm based in York.

This is an excellent opportunity for an experienced and motivated Senior Paraplanner to join a progressive and client\-focused business that places strong emphasis on technical excellence, long\-term client relationships and delivering outstanding service.

The successful candidate will become an integral part of a supportive and collaborative team environment, with genuine opportunities for long\-term career progression and professional development.

The Role

As a Senior Paraplanner, you will provide high\-quality technical and paraplanning support to Financial Advisers while playing an important role in delivering excellent outcomes for clients.

This role goes beyond report writing and research. You will contribute towards client strategy discussions, assist in developing financial plans and work closely alongside advisers throughout the advice process.

The business is also keen to welcome someone who can contribute towards improving internal workflows, systems and efficiencies as the company continues to grow.

Key Responsibilities

• Supporting Financial Advisers with technical research and analysis


• Preparing Financial Plans and Suitability Reports


• Conducting research across pensions, investments and protection products


• Preparing and collating documentation supporting recommendations


• Assisting with client meetings, including note taking and follow\-up actions where required


• Managing your own workloads and prioritising tasks effectively


• Supporting improvements to internal processes and efficiencies


• Maintaining high compliance and technical standards


• Collaborating closely with the wider team

Skills \& Experience Required

• Level 4 Diploma in Regulated Financial Planning (minimum)


• Minimum of 5 years’ experience within a paraplanning role


• Strong technical knowledge across pensions, investments and financial planning


• Experience writing high\-quality suitability reports


• Excellent organisational and communication skills


• Strong attention to detail


• Ability to work independently and collaboratively within a team


• Desire to build a long\-term career within a growing financial planning business

Experience using financial planning and cashflow modelling software would be highly beneficial, particularly:

• Intelligent Office


• ATEB Suitability Report Writer

Experience within areas such as pension crystallisation, inheritance tax planning, trusts, VCTs or EIS planning would also be advantageous.

Benefits

• 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 following probation


• Private medical insurance following probation


• Ongoing professional development and qualification support


• Supportive and collaborative working environment


• Genuine long\-term career progression opportunities


• Opportunity to contribute towards the growth and development of the business


• Free parking

If you are interested in this opportunity, please apply now or contact WeRecruit4You Ltd for more information on 07377 730975\.

Job Type: Full\-time

Pay: £28,977\.01\-£45,072\.19 per year

Benefits:

• Company events


• Cycle to work scheme


• Free parking


• On\-site parking


• Work from home

Experience:

• Paraplanning: 5 years (preferred)

Work Location: In person

This listing is from indeed. View original listing ↗