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Paraplanner
Job Posted: 10 days ago
Salary: £ 30,000 - 40,000 / Annum
Job Type: Permanent
Location: South Yorkshire
Expire in: 18 days
Job Description
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 AegonWhat 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-focusedDesirable:
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 valuedBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in South Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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