Paraplanner

Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + Bonus Location: Wetherby / Boston Spa (office based) Salary: £35,000-£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team

Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team , giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance.

The firm supports HNW clients , often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity , and where your work directly shapes long-term client relationships.

There is a clear progression pathway , structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly.

Role Overview You'll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning.

Key Responsibilities

• Research & analysis for planners

• Producing financial plans & suitability reports

• Preparing documentation for recommendations

• Attending client meetings; taking notes & completing follow-ups

• Workflow management & compliance oversight

• Handling technical client/provider queries

• Supporting advisers with complex planning cases Requirements

• Level 4 Diploma (minimum)

• 18 months+ paraplanning experience

• Strong technical knowledge (pensions, investments)

• Excellent report writing & market research skills

• Experience working with HNW clients

• High accuracy, strong communication, able to work independently Benefits

• £35,000-£45,000 + bonus up to 15%

• 27 days holiday + bank holidays + birthday off

• 7% employer pension

• Private medical, healthcare & life insurance

• Training & qualification support (advanced/Chartered)

• Free parking

• Supportive, highly qualified team with clear progression Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .