I am delighted to be working exclusively with a traditional and boutique IFA business on the outskirts of York who are seeking a Paraplanner to join their busy team.

Working alongside one other Paraplanner, the successful applicant will work alongside the firm's Financial Planners, taking full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs.

This is a fantastic opportunity to hone your skills as a Paraplanner and interact with highly affluent and high-net-worth clients.

The team have built a strong and collaborative structure and are ideally looking for somebody to be office based, however flexibility is available when required.

The successful candidate will have completed their Level 4 Diploma in Financial Planning.

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