Paraplanner

The Company

A regionally renowned, Chartered IFA / wealth management firm based in Wakefield who are looking to add an experienced Paraplanner to their technical team. With over £1b AUM across both private and corporate client advice this is an excellent opportunity to join an established firm with tangible growth plans across the next 12‑months.

• Location : Wakefield
• Working Setup : Hybrid – 50 : 50 split between office & homeworking

Package : £35-38k base DOE + bonus and full company benefits

Benefits

• 5% pension, 4xDIS and Westfield Health Cashplan – All on top of a full, flexible benefits package
• 25‑days + stats holidays
• Discretionary bonus paid annually

The Role

Reporting into the Head of Paraplanning this role will sit within the firm’s research / report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include :

• Checking Fact Find Information to ensure it meets FCA requirements
• Assisting with the identification of demands and needs and possible solutions
• Checking assessment to investment risk and capacity for loss
• Carrying our research on existing arrangements

Carry…

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