Senior Paraplanner

Senior Paraplanner North Yorkshire Hybrid Working Competitive Salary + Bonus + BenefitsThe OpportunityAn exciting opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, boutique wealth management firm. This is a pivotal role within the business, supporting advisers across multiple locations while playing a key part in delivering high-quality, tailored financial advice to a diverse client base.You''ll be joining a collaborative and forward-thinking team, with genuine scope to influence processes, support business growth, and progress your career toward an advisory role if desired.What You''ll Be DoingProducing high-quality, compliant suitability reports across pensions, investments, and tax planningConducting in-depth research into financial products and strategies to support bespoke client recommendationsSupporting advisers in developing tailored financial plans aligned to individual client goalsManaging the end-to-end client onboarding processLiaising with clients, providers, and internal teams to progress cases efficientlyEnsuring all work meets FCA regulatory standards and internal compliance requirementsSupporting advisers both locally and across additional office locationsContributing to the continuous improvement of internal processes and client servicingWhat We''re Looking ForProven experience as a Paraplanner within a financial planning or wealth management firmStrong technical knowledge of pensions, investments, and tax ..... full job details .....