Paraplanner – £35,000 to £45,000 + Bonus + Exceptional Benefits
Location: Boston Spa, West Yorkshire (LS23) Type: Full?time, office?based
Are you a driven, technically strong Paraplanner looking for a role where you can genuinely influence client outcomes, contribute to planning strategy, and be part of a highly qualified, award?winning team?
This is a standout opportunity to join a Chartered, Accredited financial planning firm known for delivering exceptional holistic advice to high?net?worth clients. You’ll work in a supportive, collaborative environment where your development is taken seriously and your expertise is genuinely valued.
What you’ll be doing
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Supporting Financial Planners with detailed research and analysis
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Preparing financial plans and suitability reports
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Attending client meetings and contributing to strategy discussions
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Managing your own workflows and ensuring compliance excellence
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Acting as a technical point of contact for clients and providers
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Producing high?quality documentation to justify recommendations
What we’re looking for
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Level 4 Diploma qualified (minimum)
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18 months+ paraplanning experience
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Strong technical knowledge across pensions, investments & tax planning
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Confident with HNW clients
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Excellent report writing and research skills
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Proactive, accurate, and able to work independently
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Desire to progress towards Chartered/Certified status
Why this role stands out
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Work with a multi award?winning, highly respected financial planning team
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Genuine involvement in client meetings and planning strategy
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Clear progression opportunities as the business continues to grow
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A culture built on integrity, excellence, and doing the right thing for clients
Benefits
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£35,000–£45,000 salary (DOE)
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Bonus up to 15%
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27 days holiday + bank holidays + birthday off
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7% employer pension contribution
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Private medical, healthcare & life insurance
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Full support for exams and professional development
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Free parking