At a Glance
- Tasks: Create clear financial planning reports and support advisers with client information.
- Company: Established independent financial planning firm in Wakefield.
- Benefits: Salary from £40,000, bonuses, and a generous pension contribution.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience as a paraplanner or qualified financial adviser with technical skills.
The predicted salary is between 40500 - 49500 £ per year.
Experienced Paraplanner based in Wakefield. Salary from £40,000 + 12%–18% bonus + 9% employer pension contribution.
We are recruiting on behalf of an established, directly authorised independent financial planning firm based in the Wakefield area. The business provides genuinely independent advice across pensions, investments, protection and tax planning. It has a loyal client base, an experienced advisory team and dedicated paraplanning and administration support.
This opportunity would suit an experienced paraplanner who can confidently manage technical cases with minimal supervision. It may also appeal to a qualified financial adviser who enjoys the technical and planning aspects of the profession but no longer wants a sales-focused or target-driven role.
The role:
Working closely with the firm’s financial advisers, you will turn client information and adviser recommendations into accurate, compliant and easily understood financial planning reports. Your responsibilities will include:
- Preparing suitability reports and supporting documentation
- Reviewing clients’ existing pensions, investments and protection arrangements
- Completing product, provider and fund research
- Analysing client circumstances and financial information
- Supporting advisers with...
Paraplanner in Wakefield employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
