Paraplanner

Paraplanner
Location: York (South)

A well-established, boutique, family-run wealth planning firm is seeking a Paraplanner to join their growing team. Specialising in pensions and investments, the business supports over 140 individual clients with approximately 60 million in assets under advice.

This is a fantastic opportunity to be part of a company that values excellence, personal development, and long-term client relationships. The team culture is collaborative, supportive, and focused on delivering outstanding client outcomes.

What you'll be doing:

As a Client Manager, you'll play a key role in managing client relationships and supporting the financial planning process. Responsibilities include:

• Attending client meetings with the Financial Planner and producing detailed meeting notes
• Preparing suitability reports and implementing recommendations
• Managing ongoing client relationships, including regular reviews and updates
• Supporting tax, investment, retirement, and estate planning
• Using financial planning tools and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, and Aegon

What They're looking for:

• Experience in a paraplanning or similar role
• Financial Planning Diploma
• Strong report writing and communication skills
• High attention to detail and ability to explain complex financial concepts clearly
• Proficiency in Microsoft Office and financial planning software
• Self-motivated, professional, and client-focused

Desirable:

• Chartered Financial Planner qualification (or working towards)

What's on offer:

• Competitive, personalised salary and benefits package - negotiable
• 25 days holiday plus bank holidays (increasing with service)
• A positive, inclusive working environment where your contribution is truly valued