Paraplanner Location: York (South)A well-established, boutique, family-run wealth planning firm is seeking a Paraplanner to join their growing team. Specialising in pensions and investments, the business supports over 140 individual clients with approximately 60 million in assets under advice.This is a fantastic opportunity to be part of a company that values excellence, personal development, and long-term client relationships. The team culture is collaborative, supportive, and focused on delivering outstanding client outcomes.What you''ll be doing:As a Client Manager, you''ll play a key role in managing client relationships and supporting the financial planning process. Responsibilities include:Attending client meetings with the Financial Planner and producing detailed meeting notesPreparing suitability reports and implementing recommendationsManaging ongoing client relationships, including regular reviews and updatesSupporting tax, investment, retirement, and estate planningUsing financial planning tools and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, and AegonWhat They''re looking for:Experience in a paraplanning or similar roleFinancial Planning Diploma Strong report writing and communication skillsHigh attention to detail and ability to explain complex financial concepts clearlyProficiency in Microsoft Office and financial planning softwareSelf-motivated, professional, and client-focusedDesirable:Chartered Financial Planner qualificati