Senior Paraplanner

Location: Hessle, East Riding of Yorkshire / Hybrid & Remote Working Available

Job Type: Permanent, Full Time

Hours: 35 Hours Per Week

Salary: £38,514 – £45,864 DOE

The Role

We are recruiting for an experienced Senior Paraplanner to join a growing and client-focused financial planning firm.

This opportunity would suit an experienced Paraplanner with strong technical knowledge, excellent attention to detail, and a passion for mentoring and supporting team members.

Key Responsibilities

• Preparing suitability reports and financial planning documentation
• Conducting technical research and preparing recommendations
• Reviewing team output for accuracy and compliance
• Supporting and mentoring Junior Paraplanners
• Assisting with onboarding and training
• Managing workflows and ensuring deadlines are achieved
• Obtaining provider information, valuations and illustrations
• Completing tax calculations where required
• Maintaining high standards of client service and compliance

Requirements

• CII Level 4 Diploma in Regulated Financial Planning (essential)
• Working towards or achieved Chartered status (desirable)
• Previous Paraplanning experience
• Experience mentoring or supporting colleagues preferred
• Strong Microsoft 365 skills
• Excellent communication and organisational skills
• High attention to detail and ability to prioritise workloads

Benefits

• Flexible working
• Hybrid and remote working options
• Bonus scheme
• Pension
• Private medical insurance
• Death in service & critical illness cover
• Exam support and reimbursement
• Enhanced maternity/paternity pay
• Professional memberships and training support
• Wellbeing initiatives and team events
• Modern office facilities and free parking

If you are looking for your next step within a supportive and forward-thinking environment, we would love to hear from you.