Paraplanner
Hybrid-Working (Following Probation)
Salary: £36,000-£42,000 DOE
Location: Wakefield
Type: Full-Time
An established and growing wealth management firm is looking to appoint a Paraplanner to join its expanding technical support team.
This role offers the opportunity to work closely with experienced Financial Planners, providing high-quality technical support and producing client suitability reports. In addition to core paraplanning responsibilities, there is scope to become involved with investment research and proposition development, as well as longer-term progression opportunities for those looking to advance within financial planning.
Key Responsibilities
- Work closely with Financial Planners to formulate client recommendations and support the advice process.
- Prepare compliant suitability reports and annual review documentation.
- Conduct research on investment, pension and withdrawal strategies to assess suitability.
- Maintain accurate and up-to-date client records within the firm's CRM system.
- Act as a key point of contact for advisers, providing progress updates on cases.
- Support the maintenance of centrally held research and investment proposition materials.
- Liaise with administration and client services teams to ensure a seamless client experience.
- Assist with team training and knowledge sharing where appropriate.
- Ensure compliance with Data Protection, Financial Crime and regulatory requirements.
About You
- Hold, or be working towards, the RQF Level 4 Diploma in Financial Planning (or equivalent).
- Previous experience in a Paraplanning or technical support role within financial services.
- Strong report writing and research capabilities.
- Good working knowledge of Microsoft Office, particularly Word, Excel and Outlook.
- Excellent organisational skills with the ability to manage a varied workload.
- Comfortable working independently and collaboratively within a team environment.
- Positive, proactive approach with a genuine desire to develop technical knowledge and industry expertise.
What's On Offer
- Competitive salary and benefits package.
- Hybrid and flexible working arrangements.
- Support towards professional qualifications and ongoing development.
- Clear progression opportunities within a growing financial planning business.
- Collaborative and supportive team culture.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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Paraplanner in Wakefield employer: Search Consultancy Ltd
Join a leading main contractor in Kendal, where you will be part of a dynamic and supportive work environment that values reliability and hard work. With competitive pay rates and the potential for ongoing employment, this role offers not just a job but a pathway to growth within a reputable company committed to health and safety. Experience the satisfaction of contributing to high-profile projects while working alongside skilled professionals in a fast-paced setting.
