Paraplanner

Paraplanner

East Yorkshire (Hybrid) / Fully Remote option£31,000 - £38,000 + Bonus + Full Benefits

The Role

We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm.

This role offers the opportunity to take full ownership of the end-to-end financial planning process, supporting advisors and delivering high-quality advice to clients.

Key Responsibilities

• Writing suitability reports and client communications
• Conducting research across pensions and investments
• Gathering illustrations and provider information
• Ensuring full compliance and accuracy of client files
• Submitting business to providers within deadlines
• Supporting colleagues and maintaining workflow efficiency

About You

• Diploma-qualified (Level 4 desirable)
• Previous experience in Paraplanning (Essential)
• Strong report writing and attention to detail
• Excellent organisation and time management skills
• Proactive, team-focused approach

What's on Offer

• Salary £31,000 - £38,000
• Clear salary progression linked to exams and experience
• Quarterly bonus scheme
• 35-hour working week
• Hybrid or fully remote working options
• Flexitime and strong work-life balance

Benefits Include

• Private medical insurance
• Death in service and critical illness cover
• Pension contribution
• Full exam support and funding
• Birthday leave + Christmas closure
• Buy/sell annual leave
• Nomad policy (work abroad)
• Enhanced maternity & paternity pay
• Wellbeing initiatives, socials & perks

Why Apply?

• Join a Chartered firm with a strong reputation
• Work in a supportive, collaborative environment
• Clear progression into senior paraplanning or advisory roles
• Modern systems and forward-thinking culture