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Heat Recruitment

Paraplanner - Wakefield - up to £37,500

Yorkshire Full-Time 22500 - 52500 £ / year (est.) No home office possible

Job Description

Paraplanner – Wakefield – up to £37,500

Reporting to:Paraplanning Supervisor

Purpose of the Role:
Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner(s).
Assist the Paraplanning Supervisor and I…

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Paraplanner - Wakefield - up to £37,500 employer: Heat Recruitment

Join a dynamic team in Wakefield where we prioritise employee development and foster a collaborative work culture. As a Paraplanner, you will benefit from competitive remuneration, ongoing training opportunities, and a supportive environment that encourages professional growth, making it an ideal place for those seeking a rewarding career in financial services.