Junior Paraplanner in Wakefield

Junior Paraplanner – Technical Development Role Wakefield | £25,000-£28,000 + Bonus + Benefits From admin to advice – this is your next step. We’re working with a respected and fast‑growing wealth management firm in Wakefield that is part of a national advisory network. They’re looking for a motivated, technically minded individual who is ready to build a long‑term career in financial planning. If you’ve already completed RO1 and have some experience with report writing or technical admin, this is your chance to move into a structured paraplanning pathway – with mentorship, study support, and hands‑on exposure to the full advice process.

What you’ll be doing

• Supporting case analysis and producing AI‑assisted suitability reports.
• Conducting research across pensions, investments, and protection.
• Drafting suitability letters and supporting documentation.
• Liaising with advisers and compliance to keep cases moving.
• Learning the ropes of technical calculations, compliance, and client implementation.

What you’ll bring

• RO1 qualification (CII or equivalent) – essential.
• A clear desire to complete your Diploma and grow into a full Paraplanner role.
• Strong attention to detail and a proactive, learning‑focused mindset.
• Some experience in financial services admin or technical support.