Paraplanner
Reed
Driffield
Salary
£31,000 – £38,000 a year
Location
Driffield, England
Paraplanner
East Yorkshire (Hybrid) / Fully Remote option£31,000 – £38,000 + Bonus + Full Benefits
The Role
We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm.
This role offers the opportunity to take full ownership of the end-to-end financial planning process, supporting advisors and delivering high-quality advice to clients.
Key Responsibilities
- Writing suitability reports and client communications
- Conducting research across pensions and investments
- Gathering illustrations and provider information
- Ensuring full compliance and accuracy of client files
- Submitting business to providers within deadlines
- Supporting colleagues and maintaining workflow efficiency
About You
- Diploma-qualified (Level 4 desirable)
- Previous experience in Paraplanning (Essential)
- Strong report writing and attention to detail
- Excellent organisation and time management skills
- Proactive, team-focused approach
What’s on Offer
- Salary £31,000 – £38,000
- Clear salary progression linked to exams and experience
- Quarterly bonus scheme
- 35-hour working week
- Hybrid or fully remote working options
- Flexitime a...
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