Senior Paraplanner

FindCore are thrilled to be assisting an award-winning financial planning firm with the recruitment of a Senior Paraplanner .

Permanent, full-time position based in Boston Spa, Wetherby , with free on-site parking.

Salary

Fully negotiable, depending on experience + bonus of up to 15% of salary

Key Responsibilities

• Provide technical paraplanning support to Financial Planners.

• Carry out research and analysis based on individual client needs and objectives.

• Prepare Financial Plans and Suitability Reports.

• Collate supporting documentation for recommendations and provider selection.

• Attend client meetings where required, taking notes and following up on agreed actions.

• Manage workflows, tasks and case progression.

• Ensure all work meets compliance, risk and quality standards.

• Liaise with clients and providers regarding technical queries and ongoing cases.

Skills & Experience

• Minimum 18 months' experience within a Paraplanner or similar financial planning role.

• Level 4 Diploma qualification or higher.

• Good understanding of the financial planning process and associated compliance requirements.

• Strong report-writing, research and analytical skills.

• Good technical knowledge across financial planning products, particularly pensions.

• Comfortable working with financial planning, modelling and back-office software.

• Experience supporting high-net-worth clients would be advantageous.

• Strong communication, organisation and attention to detail.

• Desire to progress towards Chartered or Certified Financial Planner status would be beneficial.

What's on Offer

• Fully negotiable salary depending on experience.

• Bonus potential of up to 15% of salary.

• 27 days' annual leave plus bank holidays, increasing with service.

• Additional day off for your birthday.

• Generous company pension scheme.

• Life assurance.

• Private medical insurance and private healthcare scheme.

• Ongoing financial and study support for professional qualifications.

• Some flexibility around working arrangements.

• Free on-site parking.

• Excellent long-term progression within an established financial planning business.

Please apply.