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Permanent

Paraplanner

KD Recruitment Limited
York
money-bag £35000 Annual
Posted: 21 July 2026 (3 days ago)
Closing date: 20 August 2026
Ref: 3141702791

Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm''s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, ..... full job details .....

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