Paraplanner

ADNFC Financial Consultants ltd; York and North Yorkshire; On-site; GBP 33,000 - 48,000; Full time

Benefits offered by this job

30 days holiday

Professional qualification support

Mentoring from Senior Paraplanner

Career progression opportunities

Job summary

ADNFC Financial Consultants ltd in central York is hiring for junior and experienced paraplanners. Salaries range from £33,000 to £48,000, depending on level and qualifications. This Chartered Financial Planning firm offers professional development, long-term career progression and office-based working hours.

Two levels are offered: Junior/Part-qualified £33,000–£38,000 and Experienced/Level 4 £38,000–£48,000, with clear progression and supportive mentoring.

Qualifications

• 2–4 years paraplanning experience
• Experience researching financial products and preparing suitability reports
• Good knowledge of pensions and investments
• Working towards the Level 4 Diploma, with some exams already completed

Responsibilities

• Assist in producing suitability reports and supporting advisers with complex cases
• Develop technical knowledge and keep up to date with financial planning standards
• Work within a Chartered Financial Planning environment to support clients

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Report writing

Education

Level 4 Diploma in Paraplanning

Job description

WE’RE HIRING – JUNIOR & EXPERIENCED PARAPLANNERS | YORK<

Salary: £33,000–£48,000

Location: Central York (Office-based)

Holiday: 30 days PLUS bank holiday

Hours: Monday–Friday, 9am–5:30pm
We are

Chartered Financial Planning firm looking for enthusiastic and ambitious Paraplanners to join our growing team in central York.
We are recruiting at TWO LEVELS, offering excellent salaries, professional development and long-term career progression

OPTION 1 – JUNIOR / PART-QUALIFIED PARAPLANNE<

Salary: £33,000–£38,000

We're looking for someone with

• Approximately 2–4 years' paraplanning experience
• Experience researching financial products and preparing suitability report
• Good knowledge of pensions and investment
• Working towards the Level 4 Diploma, with some exams already completed
• An excellent opportunity to develop your technical knowledge, complete your qualifications and progress towards a senior role

OPTION 2 – EXPERIENCED / LEVEL 4 QUALIFIED PARAPLANNE<

Salary: £38,000–£48,000

We're looking for someone with

• Approximately 4 years plus paraplanning experience
• Level 4 Diploma complete
• Strong technical knowledge of pensions, investments and financial planning
• Experience producing detailed suitability reports and supporting advisers with complex cases
• An opportunity to take the next step towards Senior Paraplanner or Chartered status

WHAT WE OFFE<

• Competitive salary based on experience and qualification
• 30 days' holiday PLUS bank holiday
• Financial support towards professional qualification
• Mentoring from an experienced Senior Paraplanner who is a Chartered Fellow
• Working alongside Chartered Financial Planner
• Clear career progression opportunities
• Supportive, professional and friendly team
• Opportunities to progress towards Chartered status or an Independent Financial Adviser (IFA) role

Whether you’re an ambitious junior paraplanner or an experienced Level 4 qualified professional looking for your next challenge, we'd love to hear from you