Paraplanner (Junior–Senior) with Study Support

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

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.