Paraplanner

KD Recruitment Limited; Tees Valley; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Discretionary bonus

Private medical cover

Free parking

Career progression

Job summary

KD Recruitment Limited is recruiting an experienced Paraplanner in York to support the Financial Advisers and deliver high-quality financial planning advice to clients.

This long-term role offers hybrid working, ongoing training and development, generous holidays, a discretionary bonus and a collaborative team culture designed to help you grow with a growing advisory firm.

Qualifications

• Level 4 Diploma qualification or equivalent experience in a paraplanner role.
• Strong technical knowledge across financial planning.
• Excellent analytical skills and a keen eye for detail.
• Strong report writing ability.
• Good understanding of the full financial advice process.
• Proactive, organized and detail-focused approach.
• Collaborative, team-oriented working style.

Responsibilities

• Prepare suitability reports and detailed financial plans.
• Carry out technical research across pensions, investments and protection.
• Support advisers with planning strategies and recommendations.
• Work on inheritance tax planning cases, including Trusts and BPR.
• Assist with recommendations involving EIS and VCT planning.
• Use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB.
• Contribute to improving internal processes and efficiencies as the business grows.

Skills

Level 4 Diploma

Technical knowledge

Analytical skills

Report writing

Financial planning process

Proactive & organized

Team-oriented

Education

Level 4 Diploma or equivalent

Tools

Intelligent Office

FE Analytics

De Facto

ATEB

Job description

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 firms 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, investments and protection
• Supporting advisers with planning strategies and recommendations.
• Working on inheritance tax planning cases, including Trusts and Business Property Relief
• Supporting recommendations involving EIS and VCT planning.
• You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB
• You may also be able to help to improve internal processes and efficiencies as the business continues to grow.

This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs.

Skills required

We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning.

You will ideally have:

• Level 4 Diploma qualification or equivalent experience in a paraplanner role.
• Strong technical knowledge across financial planning
• Excellent analytical skills and a keen eye for detail
• Strong report writing ability
• A good understanding of the full financial advice process
• A proactive, organised and detail-focused approach
• A steady, collaborative and team-oriented working style
• A positive attitude and the ability to contribute to a supportive team culture

This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way.

Other information

• Full-time, Monday to Friday 9am 5pm permanent role based in York
• Hybrid working available, with up to two days working from home each week
• 38 days holiday inclusive of bank holidays
• Discretionary bonus scheme
• 5% employer and 5% employee pension contribution after probation
• Private medical cover after probation
• Free parking
• Support with ongoing development and further qualifications
• Genuine progression opportunities
• A positive, supportive and collaborative team environment

This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career.

KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications.