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Senior Paraplanner

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Number of Applicants

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Job Description - Senior Paraplanner


"I've gone as far as I can"

The number one reason people move jobs? They've stopped learning.

And that's because a lot of people and by extension firms think short-term. And when they think short-term they don't think about their employee's ambitions. Their futures. How they'll progress and get better. It's all about the here and now.

And that leads to people feeling unfulfilled. Bored even. They've gone as far as they can.

Not here. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with).

They take the retention of their staff seriously and have an impressive pedigree when it comes to developing their people.


As for the job itself you'll be one of 2 paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll typically work with more than one planner providing variety to the cases you'll oversee. It also provides variety in relationships and the way different planners work.

The salary (up to £60,000) reflects how seriously this business takes the hiring and retention of the best talent.

There's also:

  • 8% employer pension contribution
  • Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%)
  • 4x basic salary death in service
  • Comprehensive Private Medical Insurance
  • 25 days holiday
  • Option for hybrid working available (min 3 days in the office)


HERE'S WHAT YOU'LL NEED:

You'll be level 4 qualified as a minimum and ideally be Chartered, those close to chartered status will be considered.

This is a business that has done wonders for people's careers. They hire not only on what you can do now, but your potential. So you'll be ambitious but humble and keen to learn.

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