At a Glance
- Tasks: Support financial advisors by preparing reports and analysing client information.
- Company: Independent financial advisory firm with a strong reputation in Castleford.
- Benefits: Competitive salary, generous pension contributions, 37 days holiday, and fun team events.
- Other info: Fun, informal workplace with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Strong analytical skills, good communication, and a passion for personal finance.
The predicted salary is between 40500 - 49500 £ per year.
West Riding Personal Financial Solutions Ltd is a fully independent financial advisory firm based in Castleford, managing over £150m in client assets.
Established in 2004 as a family business, the firm provides advice across all areas of personal finance, including protection, savings and investments, tax planning, and pensions.
The team combines decades of experience, supported by a dedicated administration and paraplanning function.
West Riding operates from the centre of Castleford with convenient, company-paid-for parking nearby.
The firm is completely independent, directly authorised by the FCA, has a strong media presence and industry profile, reflecting its emphasis on expertise, integrity, and client-focused service.
The Role
The Paraplanner will be 100% on-site in our Castleford office, supporting our financial advisors by preparing suitability reports, recommendations, and supporting documentation for a wide range of personal finance solutions.
Day-to-day responsibilities include gathering and analysing client information, conducting product and fund research, and ensuring that advice is compliant with regulatory and internal standards.
The role involves maintaining accurate records, updating client files, and liaising with providers and the internal administration team to progress cases efficiently.
The Paraplanner will also assist in reviewing existing client arrangements, modelling financial scenarios, and helping to develop clear, client-friendly documentation.
This is a full-time, on-site role based in Castleford.
Qualifications
- Candidates should possess -
- Strong analytical and research skills, including the ability to interpret financial information, compare products, and support advisors with well-founded recommendations.
- Solid written communication skills, including the ability to draft clear, accurate reports, letters, and client documentation in a professional tone.
- Excellent organizational and administrative skills, including attention to detail, effective time management, and the ability to manage multiple cases simultaneously.
- A good understanding of personal finance areas such as pensions, investments, protection, and tax planning, with the ability to apply this knowledge in practice.
- Strong interpersonal skills, including the ability to work collaboratively with advisors, colleagues, and external providers, and to communicate complex information in an accessible way.
- Relevant professional qualifications (e. g., working towards or holding Level 4 Diploma in Financial Planning or equivalent).
- Previous experience in a paraplanning or financial services support role, familiarity with financial planning software, and knowledge of UK regulatory requirements (e. g., FCA rules).
- A good work ethic and a positive friendly attitude.
We work hard and we share the benefits.
We don't want deadbeats, moaners, gossips, backstabbers, or office-politics players who ruin it for everyone else.
Salary and Benefits
We expect the successful candidate will merit a salary of at least £40,000 pa in addition to which we pay an amount equal to 9% of basic salary to the pension plan of each colleague's choice.
Full-year bonuses in the last year ranged between 12% and 18% of salary.
Holidays and early-finishes equate to a minimum equivalent of 37 days per year and we provide paid-for parking within easy walking distance of the office.
On top of all that we also pay for at least two full evening meals per year (Christmas and our company year-end of 30 June) for colleagues, their partners, and their children, and provide a wide choice of nibbles and drinks for all colleagues for free.
We also do our best to keep it a fun and informal place to work.
Yeah, okay, we’re not Google, but we do more than most firms of our size on the benefits front.
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Paraplanner in Castleford employer: West Riding Personal Financial Solutions Ltd
West Riding Personal Financial Solutions Ltd is an exceptional employer, offering a supportive and collaborative work environment in the heart of Castleford. With a strong emphasis on employee well-being, the firm provides generous benefits including a competitive salary, substantial pension contributions, and a minimum of 37 days of holiday per year, alongside opportunities for professional growth within a family-oriented culture. The company fosters a fun and informal atmosphere, ensuring that employees feel valued and engaged while contributing to meaningful financial solutions for clients.
Contact Details:
West Riding Personal Financial Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Castleford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like West Riding Personal Financial Solutions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Castleford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to West Riding Personal Financial Solutions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on West Riding Personal Financial Solutions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at West Riding Personal Financial Solutions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with West Riding Personal Financial Solutions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at West Riding Personal Financial Solutions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former West Riding Personal Financial Solutions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
