Paraplanner - Wealth Management

Job description

PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENT

YORK (HYBRID) 2/3 days in office

£45-50K and bonus/benefits

Our client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:

Level 4 qualified Paraplanner essential, minimum 18 Months in a Paraplanning role within an IFA/holistic financial planning environment

Ideally 2-3 days in office, but no specific preference on which days of the week these are

Jan or Feb 2026 start date expected/preferred

Preparing detailed, accurate suitability reports across pensions, investments, protection, and tax-efficient planning

Research products, analyse portfolios, and build tailored financial strategies for clients

Liaise with clients, product providers, and professional partners to ensure seamless service delivery

In view of the ambitious expansion strategy there is certainly scope for further progression, either into an advisory role in the longer term, or into management across Paraplanning, Compliance or Operations.

If you are an experienced Paraplanner looking to join a growing business who invest highly in client service/satisfaction and where you will be supported to strengthen your skills and knowledge in Paraplanning please forward a CV to jim.m@financialdivisions.co.uk

Extra information

Status

Open

Education Level

Secondary School

Location

York

Type of Contract

Part-time jobs

Published at

22-12-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English