Pinpoint Resourcing seeks a Paraplanner to join our financial planning team in Wakefield. You will research pensions and investments, prepare client-focused suitability reports, and support advisers in delivering tailored plans.
The role requires Level 4 Diploma (CII or LIBF) or progress towards it, strong regulatory knowledge, and excellent written communication. You will work with colleagues and providers, staying up to date with industry developments.
Paraplanner | Tailored Financial Plans & Reports in Sharlston employer: Pinpoint Resourcing
Join a dynamic and innovative team at Pinpoint Resourcing, where we prioritise employee growth and development in a collaborative work culture. As a B2B Growth & Lead-Gen Specialist, you'll enjoy the benefits of flexible working arrangements and ongoing training opportunities, all while contributing to meaningful client relationships in a vibrant business environment.
