Paraplanner

Eden Rose


Date: 4 hours 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.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Class 1 Night Driver

XPO Logistics, Wakefield
5 days ago
Logistics done differently. Pay, Benefits And More.You’ll be supporting our Saint Gobain contract on a Monday to Friday shift pattern, working the night shift. The roles are direct deliveries and not multi-drop. Weekend overtime is also available, In return for your hard work, we’ll offer you a competitive hourly rate of £18.19 for nights. Pro Rata this is equal to...

Administration Officer

Rimo Jobs, Wakefield
2 weeks ago
Your next possibilityAdministration OfficerGrade 4, SCP 6-7, FTE £25,989 - £26,403. Actual starting salary £21,731Wakefield WF2 8AAFull TimeWSWakefield Snapethorpe Primary SchoolAbout The RoleQualifications/ Training:NVQ 2 or equivalent qualification e.g. I.L.M. Certificate in Team Leading,OR;Support Work In Schools (SWiS) Level 2,OR;Experience in relevant discipline,OR;Level 2 Numeracy/ Literacy skills or willingness to work towards.KnowledgeAppropriate knowledge of First Aid;Effective use of ICT packages;Use...

Warehouse Operative

GXO Logistics, Inc., Wakefield
3 weeks ago
Are you passionate about sustainability and eager to make a tangible impact on the environment? Would you like to play a crucial part in supporting our mission for a greener future? Or maybe, you are an experienced Warehouse Operative looking for a new challenge? Whatever the reason, we want to hear from you!Here at GXO Wakefield, we are recruiting for...