Junior Paraplanner

Ellis James Partners Ltd; Durkar; Hybrid; GBP 25,000 - 28,000; Full time

Job summary

A national advisory network firm in Wakefield seeks a motivated Junior Paraplanner to support technical development in financial planning. The role offers a salary between £25,000 and £28,000, mentorship, and study support towards a full Paraplanner position. Candidates must have the RO1 qualification and experience in financial services admin. Additional perks include hybrid working, bonus opportunities, and structured development pathways.

Benefits

£25,000-£28,000 salary

Up to 15% bonus

25 days holiday + bank holidays

Pension & life assurance

Mentorship and study support

Qualifications

• Completed RO1 qualification or equivalent.
• Experience in financial services admin or technical support.
• Desire to complete Diploma and grow into a Paraplanner role.

Responsibilities

• Support case analysis and produce AI-assisted suitability reports.
• Conduct research across pensions, investments, and protection.
• Draft suitability letters and supporting documentation.
• Liaise with advisers to keep cases moving.

Skills

Attention to detail

Proactive mindset

Desire to learn

Education

RO1 qualification (CII or equivalent)

Job description

Junior Paraplanner - Technical Development Role

Wakefield £25,000-£28,000 + Bonus + Benefits

From admin to advice - this is your next step.

We're working with a respected and fast‑growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for a motivated, technically minded individual who's ready to build a long‑term career in financial planning.

If you've already completed RO1 and have some experience with report writing or technical admin, this is your chance to move into a structured paraplanning pathway - with mentorship, study support, and hands‑on exposure to the full advice process.

What you'll be doing:

• Supporting case analysis and producing AI‑assisted suitability reports.
• Conducting research across pensions, investments, and protection.
• Drafting suitability letters and supporting documentation.
• Liaising with advisers and compliance to keep cases moving.
• Learning the ropes of technical calculations, compliance, and client implementation.

What you'll bring:

• RO1 qualification (CII or equivalent) - essential.
• A clear desire to complete your Diploma and grow into a full Paraplanner role.
• Strong attention to detail and a proactive, learning‑focused mindset.
• Some experience in financial services admin or technical support.

What's on offer:

• £25,000-£28,000 salary depending on experience.
• Up to 15% bonus (10% production + 5% performance).
• 25 days holiday + bank holidays + appraisal reward day.
• Pension & life assurance (4x salary).
• Hybrid working and a 35‑hour week.
• Structured development: study support, mentorship, and a clear career path.

If you're ready to move beyond admin and start building your technical career in financial planning, we'd love to hear from you.