At a Glance
- Tasks: Prepare reports, conduct research, and support advisers in client meetings.
- Company: Award-winning Chartered Financial Planning firm with a collaborative culture.
- Benefits: Competitive salary, hands-on experience, and career growth opportunities.
- Other info: Work closely with Financial Advisers and develop holistic financial strategies.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma and previous Paraplanner experience required.
The predicted salary is between 35000 - 45000 £ per year.
Paraplanner | Financial Planning | Wealth Management Paraplanner £35,000 - £45,000 Near Wetherby, West Yorkshire Full Time | Permanent An established, award-winning Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its growing Wealth Management team.
This is an excellent opportunity for a Paraplanner looking to take a more hands-on role within the financial planning process.
Unlike many Paraplanner positions, you'll work closely alongside Financial Advisers from the outset, attending client meetings, contributing to financial planning discussions and helping formulate client strategies—not simply writing reports.
The Role Prepare suitability reports and recommendation letters.
Conduct technical research across pensions, investments and protection.
Attend client meetings alongside Financial Advisers.
Assist in developing holistic financial plans.
Support advisers throughout the advice process.
Ensure all work meets FCA and compliance standards.
Requirements Minimum Level 4 Diploma (Dip FA, Dip PFS or equivalent).
Previous experience working as a Paraplanner within an IFA, Financial Planning or Wealth Management firm.
Paraplanner | Financial Planning | Wealth Management employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
