Paraplanner
Heat Recruitment
Date: 2 weeks ago
City: Elland
Contract type: Part time
Experienced Paraplanner – Stable, Long-Term Opportunity
Location: West Yorkshire (Hybrid: 2 days remote, 3 days office)
Hours: 35 hours per week (flexible working options)
Salary: £38,000 – £45,000 (depending on experience)
About The Role
I’m working a well-established, independent financial planning firm with a strong reputation for client-focused advice. Their business is built for long-term sustainability, with a unique ownership structure guaranteeing continuity for decades to come, without the possibility of the company being sold or merged.
We are seeking an experienced Paraplanner to join our close-knit team. You will play a key role in preparing detailed financial reports, conducting technical research, and supporting our advisers in delivering high-quality advice. This is a hands-on role for someone who enjoys working with complex financial planning strategies.
What We Offer
If you are an experienced Paraplanner seeking a stable, professional home where your expertise will be valued, please apply with your CV and a brief summary of your most complex report-writing experience.
Location: West Yorkshire (Hybrid: 2 days remote, 3 days office)
Hours: 35 hours per week (flexible working options)
Salary: £38,000 – £45,000 (depending on experience)
About The Role
I’m working a well-established, independent financial planning firm with a strong reputation for client-focused advice. Their business is built for long-term sustainability, with a unique ownership structure guaranteeing continuity for decades to come, without the possibility of the company being sold or merged.
We are seeking an experienced Paraplanner to join our close-knit team. You will play a key role in preparing detailed financial reports, conducting technical research, and supporting our advisers in delivering high-quality advice. This is a hands-on role for someone who enjoys working with complex financial planning strategies.
What We Offer
- Job security: The firm is legally structured to continue operating for 75 years, providing unparalleled stability
- Generous benefits: 25 days holiday plus your birthday, 10% pension contribution (5% employer, 5% employee), 4x death in service cover, and healthcare cash plan
- Work-life balance: Guaranteed 2 days remote working, flexible hours, and a dedicated staff-only day off
- Career development: Full funding for professional exams, paid study leave, and salary increases upon qualification
- Modern workplace: Office parking, EV charging points, and a collaborative team environment
- Proven experience creating comprehensive financial reports (not just formatting templates)
- Strong technical knowledge across pensions (including SASS), IHT planning, and investment solutions
- Ability to work independently while supporting a team of financial advisers
- Looking for a long-term role in a stable, professional environment
- 32 employees with a flat structure and open culture
- Mixture of private (75%) and corporate (25%) clients
- Employee-led committees influence business decisions
- Generalist financial planning practice with interesting, varied work
If you are an experienced Paraplanner seeking a stable, professional home where your expertise will be valued, please apply with your CV and a brief summary of your most complex report-writing experience.
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