Paraplanner

Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + BonusLocation: 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 and advice teamWhy This Firm Stands OutThis 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 OverviewYou''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 ..... full job details .....