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Paraplanner
Job Posted: 7 hours ago
Salary: £ 30,000 - 45,000 / Annum
Job Type: Permanent
Location: Wakefield, West Yorkshire
Expire in: a month
Job Description
Paraplanner
* Wakefield | Hybrid Working Available
* Full-Time, Permanent
* Competitive Salary (Dependent on Experience & Qualifications)
We are delighted to be supporting a leading financial planning firm in their Wakefield office. This forward-thinking, client-focused business is now seeking an experienced Paraplanner to join its collaborative technical team.
This is a superb opportunity to work in a dynamic and modern environment, where your ideas and contributions will be valued, and your career development actively supported.
What’s on Offer:
* Competitive salary, with upper range available for Chartered or highly experienced candidates
* Hybrid working arrangement
* Full support towards Chartered status and continued professional development
* Opportunities for career progression within a growing and respected firm
* A culture that values quality, innovation, and technical excellence
The Role:
You will provide high-quality paraplanning support to a team of Independent Financial Advisers, working closely with them to design, research, and deliver tailored financial plans. This role offers exposure to a wide variety of advice areas and encourages proactive involvement in process improvement and best practice sharing.
Key Responsibilities:
* Conducting thorough technical research and analysis to support adviser recommendations
* Preparing comprehensive cashflow modelling reports to assist with retirement and financial planning
* Drafting clear and compliant suitability reports across a broad spectrum of financial advice areas, including pensions and investments
* Contributing to the continuous improvement of internal technical processes and reporting standards
* Supporting the Head of Department with ad hoc projects and team initiatives, where required
About You:
* Experience working within the financial services industry, ideally in an IFA or wealth management environment, in a technical paraplanning or hybrid paraplanning role
* Solid technical knowledge of investment and pension products
* Ideally Level 4 Diploma qualified (or working towards completion)
* A professional, analytical approach with strong communication skills and the ability to work effectively in a team.
This is a genuinely exciting opportunity for a Paraplanner who is looking to take the next step in a firm that offers meaningful development, a strong support structure, and a clear pathway to progression.
To apply or find out more
Please contact Jenny at jenny @ tempestjones . com
All enquiries will be handled in strictest confidence.
Paraplanner, Technical Financial Planner, Financial Planning, Wealth Management, IFA, Diploma Qualified, Wakefield, Hybrid ParaplannerBefore You Apply
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Looking for your next career move? Join a top company hiring 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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