Paraplanner - Wealth Management

Financial Divisions; York and North Yorkshire; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A leading financial services firm in York is looking for an experienced Paraplanner to join their team. The role includes preparing detailed suitability reports and analyzing financial strategies for clients. The ideal candidate will be Level 4 qualified with at least 18 months of experience in a Paraplanning role. This hybrid position offers the opportunity for professional growth within the organization, and you will work closely with clients to ensure excellent service delivery. Apply with your CV today!

Qualifications

• Minimum 18 months experience in a Paraplanning role within an IFA/holistic financial planning environment.
• Ability to prepare detailed and accurate suitability reports across various financial products.
• Experience in researching products and analyzing client portfolios.

Responsibilities

• Prepare detailed, accurate suitability reports across pensions, investments, and tax-efficient planning.
• Research products and analyze portfolios to build tailored financial strategies.
• Liaise with clients and professional partners to ensure seamless service delivery.

Skills

Attention to detail

Technical competence in financial planning

Client relationship management

Education

Level 4 qualified Paraplanner

Job description

Senior Partner at Financial Divisions: Recruiting Private Client Wealth Management Professionals (Advisers/Planners, Paraplanners & Support staff)

PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENT

YORK (HYBRID) 2/3 days in office

£45-50K and bonus/benefits

Our client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:

Level 4 qualified Paraplanner essential, minimum 18 Months in a Paraplanning role within an IFA/holistic financial planning environment

Ideally 2-3 days in office, but no specific preference on which days of the week these are

Jan or Feb 2026 start date expected/preferred

Preparing detailed, accurate suitability reports across pensions, investments, protection, and tax-efficient planning

Research products, analyse portfolios, and build tailored financial strategies for clients

Liaise with clients, product providers, and professional partners to ensure seamless service delivery

In view of the ambitious expansion strategy there is certainly scope for further progression, either into an advisory role in the longer term, or into management across Paraplanning, Compliance or Operations.

If you are an experienced Paraplanner looking to join a growing business who invest highly in client service/satisfaction and where you will be supported to strengthen your skills and knowledge in Paraplanning please forward a CV to [e-mail]