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