FindCore
Senior Paraplanner - 60k
Senior Paraplanner - 60k at FindCore, based in Boston Spa, Yorkshire and Humberside, paying £50,000 - £67,000 per annum. This is a permanent role.
- Pay
- £50,000 - £67,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Boston Spa, Yorkshire and Humberside
- Closing date
- Sector
- Finance & Accounting
Bang in line with the market for finance & accounting
Reference 57418822
About the role
FindCore are thrilled to be assisting an award-winning financial planning firm with the recruitment of a Senior Paraplanner.
Permanent, full-time position based in Boston Spa, Wetherby, with free on-site parking.
Salary
Fully negotiable, depending on experience + bonus of up to 15% of salary
Key Responsibilities
- Provide technical paraplanning support to Financial Planners.
- Carry out research and analysis based on individual client needs and objectives.
- Prepare Financial Plans and Suitability Reports.
- Collate supporting documentation for recommendations and provider selection.
- Attend client meetings where required, taking notes and following up on agreed actions.
- Manage workflows, tasks and case progression.
- Ensure all work meets compliance, risk and quality standards.
- Liaise with clients and providers regarding technical queries and ongoing cases.
Skills & Experience
- Minimum 18 months’ experience within a Paraplanner or similar financial planning role.
- Level 4 Diploma qualification or higher.
- Good understanding of the financial planning process and associated compliance requirements.
- Strong report-writing, research and analytical skills.
- Good technical knowledge across financial planning products, particularly pensions.
- Comfortable working with financial planning, modelling and back-office software.
- Experience supporting high-net-worth clients would be advantageous.
- Strong communication, organisation and attention to detail.
- Desire to progress towards Chartered or Certified Financial Planner status would be beneficial.
What’s on Offer
- Fully negotiable salary depending on experience.
- Bonus potential of up to 15% of salary.
- 27 days’ annual leave plus bank holidays, increasing with service.
- Additional day off for your birthday.
- Generous company pension scheme.
- Life assurance.
- Private medical insurance and private healthcare scheme.
- Ongoing financial and study support for professional qualifications.
- Some flexibility around working arrangements.
- Free on-site parking.
- Excellent long-term progression within an established financial planning business.
Please apply.
Reference: 57418822 · Posted 4 days ago · Closes 13 Nov 2026 · Listed via FindCore
Apply for this job
This role is listed via FindCore. Applications are handled on the employer's site.
Apply on employer siteOpens the employer's website in a new tab.
Signed in? Every job you apply for counts toward your weekly goal and badges. How it works
Safe applying: a genuine employer will never ask you to pay for a DBS check, training or equipment, or move you onto WhatsApp before you are hired. If this listing does, report it and do not pay anything.