Truestar Talent Ltd
Senior Paraplanner
York/ Hybrid Working/ £38,000 – £42,000 + Excellent Benefits
Join a Growing Financial Planning Firm
My client is an ambitious and client-focused financial planning firm looking to recruit an experienced Senior Paraplanner to support its continued growth.
This is an excellent opportunity for a career paraplanner who enjoys technical research, financial planning and working closely with advisers to deliver outstanding client outcomes.
What's on Offer?
- £38,000 – £42,000 salary
- Discretionary bonus
- Hybrid working
- 30 days holiday plus bank holidays
- 5% matched pension contribution
- Private medical insurance
- Ongoing professional development support
- Genuine long-term career progression
- Free parking
The Role
Working closely with Financial Advisers, you will:
- Prepare Financial Plans and Suitability Reports
- Conduct research across pensions, investments and protection
- Support client recommendations and planning strategies
- Assist with client meetings where appropriate
- Manage workflows effectively and meet deadlines
- Help improve processes and operational efficiencies
- Maintain high technical and compliance standards
About You
- Level 4 Diploma in Regulated Financial Planning
- Minimum 5 years' paraplanning experience
- Strong technical knowledge of pensions, investments and financial planning
- Experience producing high-quality suitability reports
- Excellent organisational and communication skills
- Experience with financial planning and cashflow modelling software
Experience with Intelligent Office, ATEB, pension crystallisation, trusts, IHT planning, VCTs or EIS planning would be advantageous.
Interested?
If you're looking to join a supportive, growing firm where your expertise will be valued and your career can continue to develop, we'd love to hear from you.
Apply today with your CV and a brief covering note.
To apply for this job please visit www.reed.co.uk.
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