Paraplanner

Paraplanner York / Hybrid Working Full Time £42,000 - £45,000 + 38 Days Holiday Work to live. Don''t live to work. At this growing financial planning business, the team has spent the last six years building a company that genuinely puts people first - not just clients, but colleagues too. And it works. We''ve built a vibrant, ambitious and supportive team that enjoys working together, celebrates each other''s success and wants to keep building something special. The Role We''re now looking for an experienced Paraplanner to join our growing team. You''ll work closely with our Advisers to help deliver high-quality financial planning, robust technical support and outstanding client outcomes. This is not a "sit quietly and write reports" role. We want someone who enjoys being involved, contributing ideas and becoming a valued part of the wider business. What You''ll Be Doing Preparing suitability reports and financial plans Carrying out technical research across pensions, investments and protection Supporting Advisers with planning strategies and client recommendations Working on inheritance tax planning cases, including Trusts and Business Property Relief (BPR) Supporting recommendations involving EIS and VCT planning Helping improve processes and efficiencies as the business continues to grow Collaborating with a close-knit, ambitious and supportive team What We''re Looking For Level 4 Diploma qualified as a minimum Strong paraplanning experience within a financial planning ..... full job details .....