Paraplanner - £24k to £35k - Yorkshire

£24,000 - £35,000 yearly
  • Berry & Oak
  • Boston Spa, Wetherby, UK
  • 25/08/2020
Full time Paraplanner

Job Description

• Important: Please mention Financial Planning Jobs when applying for this role • 

Key Purpose of the Role

Responsibility for providing excellent paraplanning support to the Financial Planners. One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer...

Experience of process and workflow management would be beneficial.

Duties & responsibilities include:

  • Support the Financial Planners with research and analysis to meet client needs and objectives
  • Prepare Financial Plans and Suitability Reports
  • Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
  • Assist with client meetings, including taking notes and follow up any actions as required.
  • Manage your own workflows and tasks.
  • Follow compliance processes to manage risk and adhere to quality standards whilst ensuring excellent customer outcomes.


We believe it’s important to support our team, which is why we provide an excellent benefits package.

  • Competitive Annual Salary (Experience Dependant)
  • Potential Bonus up to 15% of Salary
  • 33 Days holiday, Including Bank Holidays
  • Group Pension with 5% employer contribution, alongside a 5% employee contribution and salary sacrifice is available.
  • Life Insurance, Private Medial Insurance, Private Health care Scheme
  • Ongoing support of time and financial assistance for training and qualifications.
  • Some flexibility of working arrangements are available.
  • Free Car Parking

Skills and Experience

  • You will hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and / or Certified financial planner status.
  • You will have a minimum of 18 months experience in a similar position.
  • Good understanding of the financial planning process and associated compliance aspects.
  • Driven and focused with the ability to complete tasks under pressure on time and right first time.
  • Experience of report writing and conducting investment and product market research.
  • Technically proficient across all areas of financial planning, especially pensions.
  • Used to dealing with high net worth clients
  • Act with honesty and integrity
  • Ability to use technical financial planning tools, financial modelling and back office software.
  • Be able to work on own initiative & achieve agreed outcomes without supervision.
  • The ability to work as part of a team and interact with clients and providers outside of the business.
  • Act as main point of contact and deal effectively with technical queries from clients and other parties through effective communication.

Key Dates

  • Closing Date for applications –4th September 2020
  • Telephone / Zoom Interviews –8th& 9th September 2020
  • Final Interviews 15th and 17th September 2020

How to apply

If you have the experience and the desire to make a difference in this expanding company, please register your interest in confidence. Please note the planned interview dates.

Please send your CV and a short covering letter to explaining why the opportunity interests you and why you would be a valuable addition to our team. You can also apply direct from Financial Planning Jobs by clicking 'Apply' below.

We are also recruiting a senior Paraplanner. See our website for more information

We look forward to hearing from you.

• Important: Please mention Financial Planning Jobs when applying for this role •