Paraplanner – Level 4 Qualified | Up to £45,000 + Hybrid Working | Wakefield
Shape the future of financial advice – support high-calibre IFAs and thrive in a dynamic, professional environment.
Are you a qualified Paraplanner looking to join a respected and forward-thinking Wealth Management firm in Wakefield? This is a fantastic opportunity to bring your technical expertise and analytical insight to a supportive and client-focused team that values continuous development and a collaborative culture.
Why Join This Firm?
- Hybrid working – Enjoy a flexible work/life balance with a combination of office and home-based working.
- Up to £42,500 salary – Competitive package reflective of your skills and experience.
- Supportive culture – Work alongside Chartered Financial Planners and Compliance professionals in a team that champions progression.
- High-quality client work – Focus on complex financial planning cases across pensions, investments, protection, and estate planning.
- Modern systems – Benefit from efficient processes, robust research tools, and administrative support to help you focus on quality advice preparation.
What You'll Be Doing:
- Preparing detailed and compliant suitability reports based on client objectives and adviser recommendations.
- Conducting in-depth product and fund research, using platforms and research tools.
- Working closely with advisers to develop tailored financial planning strategies.
- Liaising with providers and clients to obtain key information and ensure smooth case progression.
- Maintaining up-to-date technical knowledge of financial services, products, and legislation.
What We’re Looking For:
- Level 4 Diploma in Regulated Financial Planning – essential.
- A strong understanding of the advice process and regulatory environment.
- Excellent attention to detail and the ability to simplify complex technical information.
- Experience working in a paraplanning or technical support role within a financial planning or wealth management environment.