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Permanent

Paraplanner

Reed
York
money-bag £40000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121138760

Paraplanner - £40,000-£45,000 + Bonus - YorkAre you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm?Our client, a well-established national wealth management business, is expanding its technical team and is looking for a skilled Paraplanner to support a group of Financial Advisers working with high-net-worth clients.This is a fantastic opportunity to join a supportive firm offering long-term development, professional qualifications, and clear progression opportunities.What''s in it for you?£40,000-£45,000 salary (depending on experience)Discretionary annual bonusHybrid working (office-based for first 3-6 months, then hybrid)35-hour working week25 days holiday + bank holidays + additional days with service (up to 30)Private Medical InsuranceEnhanced maternity, paternity, and sick payIncome Protection and Death in ServiceMatched pension contributionsAnnual salary reviewEmployee benefits and rewards platformFunded support towards Level 6 qualificationsGenuine long-term career progressionThe RoleYou will provide high-quality technical support to 2-3 advisers, working on a variety of complex financial planning cases. Your work will help shape client recommendations across investments, pensions, estate planning, tax-efficient strategies and more.Key Responsibilities:Producing compliant, well-structured suitability reportsDetailed product, fund and provider researchCollaborating with advisers to understand client objectivesPreparing ..... full job details .....

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