Paraplanner
Location:Wakefield (hybrid)
Salary: Up to£45,000
About the Role
We are seeking a Level 4 qualified Paraplanner to join a well-established financial advice firm. This is a standard paraplanner role with clear internal progression opportunities, offering the chance to work closely with advisers and the wider team to deliver high-quality support and technical expertise.
Key Responsibilities
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Provide technical support to advisers, including research, report writing, and suitability letters.
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Assist with the preparation of client review packs and documentation.
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Ensure compliance standards are met across all work.
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Contribute to the smooth running of the advice process and client journey.
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Work collaboratively with colleagues to maintain a high standard of service.
What We’re Looking For
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Diploma qualified (Level 4) with at least 2 years’ paraplanning experience.
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Strong technical knowledge and attention to detail.
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Excellent communication skills and ability to work as part of a team.
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Organised, proactive, and able to manage workload effectively.
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Internal progression opportunities.
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Stable team environment with capacity covered, ensuring the right fit is prioritised.
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