Full job descriptionParaplanner | Financial Planning | Wealth Management

Paraplanner
£35,000 - £45,000
Near Wetherby, West Yorkshire
Full Time | Permanent
An established, award-winning Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its growing Wealth Management team.
This is an excellent opportunity for a Paraplanner looking to take a more hands-on role within the financial planning process. Unlike many Paraplanner positions, you’ll work closely alongside Financial Advisers from the outset, attending client meetings, contributing to financial planning discussions and helping formulate client strategies—not simply writing reports.
The Role*Prepare suitability reports and recommendation letters.
*Conduct technical research across pensions, investments and protection.
*Attend client meetings alongside Financial Advisers.
*Assist in developing holistic financial plans.
*Support advisers throughout the advice process.
*Ensure all work meets FCA and compliance standards.
Requirements*Minimum Level 4 Diploma (DipFA, DipPFS or equivalent).
*Previous experience working as a Paraplanner within an IFA, Financial Planning or Wealth Management firm.
*Strong technical knowledge of pensions and investments.
*Excellent report writing and analytical skills.
*Experience of Intelligent Office, Xplan or similar back-office systems advantageous.
What’s on Offer*£35,000 - £55,000 (DOE)
*Opportunity to attend client meetings and become an integral part of the advice process.
*Supportive, collaborative team.
*Hybrid working may be considered for the right candidate.
*Genuine long-term career development.
If you’re an experienced Paraplanner looking to progress your career within a highly respected Financial Planning firm, we’d love to hear from you.