Paraplanner

Location: Wetherby / Boston Spa (office based) Salary: £35,000–£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team

This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team, giving you close access to advisers, senior paraplanners, client support and operations, meaning you’re never siloed or left without guidance.

The firm supports HNW clients, often with complex planning needs across pensions, investments, tax, trusts and estate planning. You’ll be part of a boutique environment where quality always comes before quantity, and where your work directly shapes long-term client relationships.

There is a clear progression pathway, structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly.

You’ll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning.

\n
• Research & analysis for planners
\n
• Producing financial plans & suitability reports
\n
• Preparing documentation for recommendations
\n
• Attending client meetings; taking notes & completing follow-ups
\n
• Workflow management & compliance oversight
\n
• Handling technical client/provider queries
\n
• Supporting advisers with complex planning cases
\n

\n
• Level 4 Diploma (minimum)
\n
• 18 months+ paraplanning experience
\n
• Strong technical knowledge (pensions, investments)
\n
• Excellent report writing & market research skills
\n
• Experience working with HNW clients
\n
• High accuracy, strong communication, able to work independently
\n

\n
• £35,000–£45,000 + bonus up to 15%
\n
• 27 days holiday + bank holidays + birthday off
\n
• 7% employer pension
\n
• Private medical, healthcare & life insurance
\n
• Training & qualification support (advanced/Chartered)
\n
• Free parking
\n
• Supportive, highly qualified team with clear progression
\n

If this role sounds of interest, apply now, or if you’re exploring other opportunities within wealth management, apply now and let’s have a chat.