Hybrid Junior Paraplanner: RO1 Path & Growth

Search; England; Hybrid; GBP 25,000 - 28,000; Full time

Job summary

A financial services firm in Wakefield is seeking a Junior Paraplanner to support Financial Advisers with client recommendations by conducting research and drafting suitability letters. The ideal candidate will possess the CII RO1 qualification and demonstrate a desire for continuous professional development. The role offers hands-on training and a competitive salary range of £25,000 - £28,000, with additional perks including a discretionary bonus and comprehensive benefits package.

Benefits

Discretionary Bonus

25 days annual leave

Workplace Pension Scheme

Death in Service Benefit

Qualifications

• Must hold the CII (or equivalent) RO1 qualification, or higher.
• Desire to progress toward the full Diploma in Regulated Financial Planning.
• Excellent attention to detail and a commitment to producing accurate work.
• Strong written and verbal communication skills for effective liaison.

Responsibilities

• Assist in gathering and analysing client data to support Financial Adviser's recommendations.
• Conduct basic technical research to identify suitable financial solutions.
• Assist in preparing initial drafts of suitability letters.
• Support the implementation of client recommendations.
• Maintain knowledge of compliance procedures and regulations.

Skills

Technical Aptitude

Communication

Attention to Detail

Proactivity

Education

CII (or equivalent) RO1 qualification

Job description

A financial services firm in Wakefield is seeking a Junior Paraplanner to support Financial Advisers with client recommendations by conducting research and drafting suitability letters. The ideal candidate will possess the CII RO1 qualification and demonstrate a desire for continuous professional development. The role offers hands-on training and a competitive salary range of £25,000 - £28,000, with additional perks including a discretionary bonus and comprehensive benefits package.