Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a team of experts to support financial planning and compliance tasks.
- Company: A leading National IFA in Wakefield, dedicated to financial excellence.
- Benefits: Enjoy hybrid working, a competitive salary, bonus schemes, and exam support.
- Why this job: Advance your career with hands-on experience and mentorship from seasoned professionals.
- Qualifications: Level 4 Financial Planning Diploma preferred; 2+ years as a Paraplanner required.
- Other info: Flexible working arrangements and opportunities for social events.
The predicted salary is between 24000 - 40000 £ per year.
Are you an ambitious, detail-oriented individual with a passion for financial planning? We are looking for a dedicated and driven Paraplanner to join a team of Financial Planning experts, working at a National IFA in the heart of Wakefield. This is a fantastic opportunity for someone looking to advance their career in financial planning, work closely with experienced Financial Planners, and gain exposure to investment strategies and compliance-related activities. This company will support you with your exams and progress towards Financial Advisory status.
Key Responsibilities:
- Collaborate with a nominated Financial Planner(s) to ensure client files are compliant and suitability reports are well-crafted.
- Prepare and complete annual suitability review letters, addressing any queries or concerns with the Financial Planner(s).
- Assist in maintaining research for the firm’s central investment proposition alongside the Investment Committee and Paraplanning Supervisor.
- Maintain accurate data within the firm’s CRM system.
- Act as the primary point of contact for a nominated Financial Planner(s), providing regular updates on the progress of each case.
- Ensure client files are fully compliant by verifying that all paperwork is present and accurate, risk profiles are determined, and client circumstances are documented.
- Conduct research independently and with the Financial Planner to identify the best solutions for clients' needs.
- Assess the suitability of clients’ existing portfolios, considering factors like asset allocation, risk profile, costs, and performance.
- Communicate with providers to gather all necessary plan information for advice formulation.
- Prepare draft suitability reports based on the agreed recommendations, ensuring all research and documentation meet FCA and regulatory requirements.
- Support the completion of ad-hoc tasks and maintain positive relationships with colleagues across departments.
Experience & Qualifications Required:
- Level 4 Financial Planning Diploma (CII preferred, but not essential).
- 2+ years’ experience working as a Paraplanner.
- Proficient in Microsoft Office (Excel, Word, Outlook).
- Intelligent Office expertise (Desirable).
- Strong independent work ethic.
- Strong IT skills with the ability to learn new systems quickly.
- Experience in working remotely and maintaining strong working relationships with remote colleagues.
What’s on offer?
- Starting salary of up to £40,000 + Company Bonus scheme.
- Hybrid working week rotation.
- Option to purchase additional holiday.
- Study/Paid Exam Support.
- Healthcare Services.
- Social events and smart spending retail/incentive schemes.
If you are a motivated individual with a passion for providing excellent administrative support within the financial services industry, we would love to hear from you! To apply, please send across your CV.
Paraplanner (Wakefield) employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Wakefield)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend local finance-related events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest compliance regulations and investment strategies relevant to the role. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any tips they might have for someone looking to break into the Paraplanning role.
✨Tip Number 4
Prepare to discuss specific examples of how you've maintained compliance and supported financial planners in your previous roles. Highlighting your practical experience will set you apart from other candidates.
We think you need these skills to ace Paraplanner (Wakefield)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your financial planning knowledge, any qualifications like the Level 4 Financial Planning Diploma, and your proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ambition to grow within the industry. Mention specific experiences that demonstrate your attention to detail and ability to work collaboratively with Financial Planners.
Highlight Relevant Experience: In your application, focus on your previous roles as a Paraplanner or in similar positions. Discuss your familiarity with compliance, suitability reports, and client interactions, as these are key responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge, especially regarding investment strategies and compliance. Be prepared to discuss how you would approach client portfolios and suitability reports.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, highlight examples from your past experience where your meticulous nature helped ensure compliance or improved client outcomes.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask about the company's approach to financial planning and how they support their employees' professional development. This shows your genuine interest in the role and the company.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelligent Office or similar CRM systems, be ready to discuss it. If not, express your eagerness to learn new systems quickly, as this is a key requirement for the role.
