Junior Paraplanner
other jobs Heat Recruitment
Added before 4 hours
- England,Yorkshire and The Humber,West Yorkshire,Wakefield
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Junior Paraplanner – Wakefield (Hybrid) - Salary: £25,000 – £28,000 + bonus + benefits
Working Pattern: 35 hours/week (Mon–Thu 9:00–17:00, Fri 8:30–16:30)
Why This Role Is Special
This is a fantastic opportunity to join a growing financial planning firm with a strong culture built on Ownership, Aspirational, and People. Here, you’re not just another employee — you’re part of a team that invests in your development, values your contribution, and provides a clear pathway to becoming a fully qualified Paraplanner.
If you’re ambitious, proactive, and keen to learn, this role offers the perfect blend of technical challenge, mentorship, and progression.
About the Role
As a Junior Paraplanner, you’ll be at the heart of the advice process, supporting advisers and developing your technical expertise.
Key Responsibilities
*Support Financial Advisers with case analysis, gathering, and summarising client data.
*Conduct basic technical research across retirement, investment, and protection planning.
*Assist in drafting suitability letters and documentation for adviser review.
*Support implementation of client recommendations and administrative tasks.
*Maintain compliance and accurate client records.
*Liaise with Advisers and internal guidance teams on case progress.
*Keep up-to-date with legislation and maintain continuous professional development.
Candidate Profile
*Must hold CII RO1 or equivalent (higher desirable).
*Aspiring to complete Level 4 Diploma in Regulated Financial Planning.
*Strong technical aptitude, accuracy, and attention to detail.
*Good written and verbal communication skills.
*Positive, proactive, team-oriented, and eager to learn.
Benefits & Progression
*Competitive salary with clear progression opportunities.
*Discretionary bonus (up to 15%).
*25 days annual leave plus bank holidays.
*Workplace pension and life assurance (4x salary).
*Hybrid working and structured development support.
*Mentorship from experienced Paraplanners and Advisers.
*Defined career pathway to becoming a fully qualified Paraplanner.
Working Pattern: 35 hours/week (Mon–Thu 9:00–17:00, Fri 8:30–16:30)
Why This Role Is Special
This is a fantastic opportunity to join a growing financial planning firm with a strong culture built on Ownership, Aspirational, and People. Here, you’re not just another employee — you’re part of a team that invests in your development, values your contribution, and provides a clear pathway to becoming a fully qualified Paraplanner.
If you’re ambitious, proactive, and keen to learn, this role offers the perfect blend of technical challenge, mentorship, and progression.
About the Role
As a Junior Paraplanner, you’ll be at the heart of the advice process, supporting advisers and developing your technical expertise.
Key Responsibilities
*Support Financial Advisers with case analysis, gathering, and summarising client data.
*Conduct basic technical research across retirement, investment, and protection planning.
*Assist in drafting suitability letters and documentation for adviser review.
*Support implementation of client recommendations and administrative tasks.
*Maintain compliance and accurate client records.
*Liaise with Advisers and internal guidance teams on case progress.
*Keep up-to-date with legislation and maintain continuous professional development.
Candidate Profile
*Must hold CII RO1 or equivalent (higher desirable).
*Aspiring to complete Level 4 Diploma in Regulated Financial Planning.
*Strong technical aptitude, accuracy, and attention to detail.
*Good written and verbal communication skills.
*Positive, proactive, team-oriented, and eager to learn.
Benefits & Progression
*Competitive salary with clear progression opportunities.
*Discretionary bonus (up to 15%).
*25 days annual leave plus bank holidays.
*Workplace pension and life assurance (4x salary).
*Hybrid working and structured development support.
*Mentorship from experienced Paraplanners and Advisers.
*Defined career pathway to becoming a fully qualified Paraplanner.
Job number 3164474
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
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