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