Paraplanner

Eden Rose


Date: 2 weeks ago
City: Wakefield
Contract type: Full time
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.

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.

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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