Location
Elland
Salary £38000 - £45000 TypePermanent WorkplaceOn-Site Ref88139
Experienced Paraplanner Stable, Long-Term Opportunity
Location: West Yorkshire (Hybrid: 2 days remote, 3 days office)
Hours: 35 hours per week (flexible working options)
Salary: £38,000 £45,000 (depending on experience)
About the Role
Im working a well-established, independent financial planning firm with a strong reputation for client-focused advice. Their business is built for long-term sustainability, with a unique ownership structure guaranteeing continuity for decades to come, without the possibility of the company being sold or merged.
We are seeking an experienced Paraplanner to join our close-knit team. You will play a key role in preparing detailed financial reports, conducting technical research, and supporting our advisers in delivering high-quality advice. This is a hands-on role for someone who enjoys working with complex financial planning strategies.
What We Offer
1. Job security: The firm is legally structured to continue operating for 75 years, providing unparalleled stability
2. Generous benefits: 25 days holiday plus your birthday, 10% pension contribution (5% employer, 5% employee), 4x death in service cover, and healthcare cash plan
3. Work-life balance: Guaranteed 2 days remote working, flexible hours, and a dedicated staff-only day off
4. Career development: Full funding for professional exams, paid study leave, and salary increases upon qualification
5. Modern workplace: Office parking, EV charging points, and a collaborative team environment
About You
6. Proven experience creating comprehensive financial reports (not just formatting templates)
7. Strong technical knowledge across pensions (including SASS), IHT planning, and investment solutions
8. Ability to work independently while supporting a team of financial advisers
9. Looking for a long-term role in a stable, professional environment
Our Business
10. 32 employees with a flat structure and open culture
11. Mixture of private (75%) and corporate (25%) clients
12. Employee-led committees influence business decisions
13. Generalist financial planning practice with interesting, varied work
Next Steps