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Junior Paraplanner
Job Posted: 7 hours ago
Salary: £ 25,000 - 28,000 / Annum
Job Type: Permanent
Location: Wakefield, West Yorkshire
Expire in: a month
Job Description
A growing, forward-thinking financial planning firm is seeking an enthusiastic individual to join its technical support team as a Junior Paraplanner. This is a fantastic opportunity for someone looking to build a long-term career in paraplanning within a supportive, development-focused environment.
About the Role
This position is ideal for someone who has already gained experience in technical report writing and holds RO1 (or a higher CII qualification). The successful candidate will be committed to working toward further professional exams, such as the Diploma in Regulated Financial Planning.
Key Responsibilities
You will support the technical and administrative elements of financial planning cases, including:
Case Preparation
Research Support
Documentation
Client Recommendation Implementation
Compliance
What We're Looking For
Qualifications: RO1 (or equivalent) as a minimum.
Career Ambition: A genuine desire to progress toward diploma-level qualifications.
Technical Curiosity: Comfortable learning new concepts and applying foundational regulatory knowledge.
Attention to Detail: Strong accuracy and a careful approach to written work.
Communication Skills: Clear, confident written and verbal communication.
Mindset: A positive, proactive team player who enjoys learning and contributing.
What's on Offer
You'll receive a starting salary of £25,000-£28,000 depending on experience, with the opportunity to earn a discretionary bonus of up to 15%. The benefits package includes 25 days' holiday plus bank holidays, a workplace pension, life assurance at four times salary, and an additional reward day following your appraisal. The role follows a 35-hour working week with hybrid flexibility. You'll also have access to funded study support, structured development time, experienced mentors, and a clear progression route toward becoming a fully qualified Paraplanner.
If you're ready to take the next step in your financial services career and want to grow in a supportive, development-focused environment, we'd be pleased to hear from you.
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
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Looking for your next career move? Join a top company hiring Junior Paraplanner job near me in Wakefield, West Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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