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Job Ref
90862
Location
Wakefield
Salary
£35,000 - £40,000 Per Annum
Employment Type
Permanent
Location: Wakefield, West Yorkshire
Type: Permanent
Job #90862
Salary: £35,000 - £40,000 Per Annum
Paraplanner
Location: Wakefield (hybrid)
Salary: Up to £45,000
About The Role
We are seeking a Level 4 qualified Paraplanner to join a well-established financial advice firm. This is a standard paraplanner role with clear internal progression opportunities, offering the chance to work closely with advisers and the wider team to deliver high-quality support and technical expertise.
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Key Responsibilities
- Provide technical support to advisers, including research, report writing, and suitability letters.
- Assist with the preparation of client review packs and documentation.
- Ensure compliance standards are met across all work.
- Contribute to the smooth running of the advice process and client journey.
- Work collaboratively with colleagues to maintain a high standard of service.
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What We’re Looking For
- Diploma qualified (Level 4) with at least 2 years’ paraplanning experience.
- Strong technical knowledge and attention to detail.
- Excellent communication skills and ability to work as part of a team.
- Organised, proactive, and able to manage workload effectively.
- Internal progression opportunities.
- Stable team environment with capacity covered, ensuring the right fit is prioritised.
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