Paraplanner Financial Planning Hull/Leeds

Paraplanner       Financial Planning                        J1046/J1047


£25,000 – £35,000

threesixtyselection have been appointed to recruit 3 Paraplanners for a leading IFA firm.  Established almost 20 years ago, with a mix of private and corporate clients, and a solid network of professional partners.

You will have some research and report writing experience and either Diploma Qualified or working towards your Diploma.

The location would be either Leeds or Hull.

Salary up to £35K dependent on experience, to qualify for the higher end of the salary you must have some advanced qualifications with a view to becoming Chartered.

Part time and home working would also be considered.

The Role

The Paraplanner role will be suitable to someone who has a background in Paraplanning. You will be part of a central Paraplanning team based in Leeds or Hull, supporting offices nationwide and responsible for delivering high quality reports to Financial Planners.

The role initially will be to focus on Paraplanning; however, there is the potential to progress into a trainee IFA role for the right individual and if this is your desired career path. The firm are well known for offering the opportunity to progress and having the quality mentors available to help train those that desire it. The business are, however, more than open to the idea of a career Paraplanner, which in turn offers its own rewards.

Paraplanner Knowledge Skills & Experience Required

To be successful in this Paraplanning role you will have a firm understanding of financial services, strong technical knowledge, and the relevant experience across the full range of investments, pensions, retirement solutions, estate planning and protection business.

You should ideally have experience in a range of tasks including cash flow modelling, research and analysis, and writing clear, client centric suitability reports.

You will be a good communicator with the ability to manage your own workload in line with agreed service levels. You will be computer literate with the ability to use Microsoft Office and industry software such as Select a Pension, Financial Express Analytics, Defaqto Engage and Intelligent Office.

Paraplanner Qualifications

You should hold a level 4 Diploma in Financial Planning. Any targets to progress beyond this will be fully supported by the company.

Paraplanner Salary: Dependent on Experience

Employee benefits include 23 plus days holiday initially increasing to a maximum of 30 days.
Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.

The business offer some of the best roles that are available within the financial services sector, with regards to financial reward, progress and career fulfilment.

Please enquire confidentially using the details below quoting reference J1046 , alternatively feel free to connect with me Diana Sproston on LinkedIn,

To apply for this position please call the office on 0161 973 0133 or email

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