Junior Paraplanner – Wakefield (Hybrid)Salary: £28,000–£34,000 Hybrid Working: 2 days from home Firm Type: Collaborative, modern financial planning firm with excellent training and progression
A brilliant opportunity for someone ready to grow their paraplanning careerThis is an ideal role for someone who has already gained experience in IFA administration or junior paraplanning and is now ready to take the next step. You’ll join a supportive, collaborative team in Wakefield that invests heavily in training, technical development and long-term progression.
If you enjoy research, report writing, problem-solving and being close to the advice process, this role will give you the exposure and structure you need to become a confident, capable paraplanner.
What you’ll be doingYou’ll support advisers and senior paraplanners across a wide range of planning areas. Your responsibilities will include:
*Assisting with suitability report drafting, starting with simpler cases and progressing to more complex work
*Conducting research on pensions, investments and protection products
*Preparing client review packs, valuations and meeting documentation
*Gathering information from providers and updating CRM systems
*Supporting advisers with client meeting preparation and follow-up actions
*Helping build and input data for cashflow modelling
*Reviewing existing client arrangements and identifying planning opportunities
*Ensuring all documentation is accurate, compliant and audit-ready
*Working closely with senior paraplanners to develop your technical knowledge
You’ll be given increasing responsibility as your confidence and technical ability grow.
Training, development & progressionThis firm is known for developing paraplanners properly — with structure, support and clear milestones. You’ll benefit from:
*Full exam support (RO exams funded, study materials, paid study leave)
*A structured pathway from Junior Paraplanner Paraplanner Senior Paraplanner
*Weekly mentoring sessions with senior paraplanners
*Exposure to more complex planning areas (IHT, trusts, business owners, HNW clients)
*Opportunities to attend client meetings as you progress
*Regular CPD, technical workshops and case surgeries
If your long-term goal is to become a highly skilled, respected paraplanner, this firm will help you get there.
What they’re looking for*Experience in IFA administration or junior paraplanning
*Strong attention to detail and pride in producing high-quality work
*A genuine interest in pensions, investments and financial planning
*Good understanding of platforms, providers and CRM systems
*Someone proactive, organised and eager to learn
*Ideally working towards the Level 4 Diploma (or keen to start)
This role suits someone who wants to grow, develop and take on more technical responsibility.
What you’ll get in return*£28,000–£34,000 depending on experience and exams
*Hybrid working (2 days from home)
*25 days holiday + bank holidays
*Full exam funding and structured development
*A collaborative, friendly team with strong technical expertise
*Modern office environment with excellent support
*Clear progression into full paraplanning and beyond