Paraplanner

Search; Calder Grove; Híbrido; GBP 36 000 - 42 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid working

Professional qualifications support

Career progression

Collaborative team culture

Resumo da oferta

Search is seeking a Paraplanner to join its growing wealth management firm in Wakefield. The role offers hybrid working following a probation period and a salary of £36,000–£42,000 depending on experience.

You will work with experienced Financial Planners, providing high-quality technical support and producing client suitability reports. There is scope to become involved in investment research and proposition development, with clear progression opportunities within financial planning.

Qualificações

• Hold or be working towards the RQF Level 4 Diploma in Financial Planning (or equivalent).
• Previous paraplanning or technical support experience within financial services.
• Strong report writing and research capabilities.
• Good working knowledge of Microsoft Office, particularly Word, Excel and Outlook.
• Excellent organisational skills with ability to manage a varied workload.
• Comfortable working independently and collaboratively within a team.

Responsabilidades

• Work closely with Financial Planners to formulate client recommendations and support the advice process.
• Prepare compliant suitability reports and annual review documentation.
• Conduct research on investment, pension and withdrawal strategies to assess suitability.
• Maintain accurate and up-to-date client records within the firm's CRM system.
• Act as a key point of contact for advisers, providing progress updates on cases.
• Support the maintenance of centrally held research and investment proposition materials.
• Liaise with administration and client services teams to ensure a seamless client experience.
• Assist with team training and knowledge sharing where appropriate.
• Ensure compliance with Data Protection, Financial Crime and regulatory requirements.

Conhecimentos

Report writing

Research

Organisational skills

Independent working

Team collaboration

Formação académica

RQF Level 4 Diploma in Financial Planning

Ferramentas

Microsoft Office (Word, Excel, Outlook)

Descrição da oferta de emprego

Paraplanner

Hybrid-Working (Following Probation)

Salary: £36,000-£42,000 DOE
Location: Wakefield
Type: Full-Time

An established and growing wealth management firm is looking to appoint a Paraplanner to join its expanding technical support team.

This role offers the opportunity to work closely with experienced Financial Planners, providing high-quality technical support and producing client suitability reports. In addition to core paraplanning responsibilities, there is scope to become involved with investment research and proposition development, as well as longer-term progression opportunities for those looking to advance within financial planning.

Key Responsibilities

• Work closely with Financial Planners to formulate client recommendations and support the advice process.
• Prepare compliant suitability reports and annual review documentation.
• Conduct research on investment, pension and withdrawal strategies to assess suitability.
• Maintain accurate and up-to-date client records within the firm's CRM system.
• Act as a key point of contact for advisers, providing progress updates on cases.
• Support the maintenance of centrally held research and investment proposition materials.
• Liaise with administration and client services teams to ensure a seamless client experience.
• Assist with team training and knowledge sharing where appropriate.
• Ensure compliance with Data Protection, Financial Crime and regulatory requirements.

About You

• Hold, or be working towards, the RQF Level 4 Diploma in Financial Planning (or equivalent).
• Previous experience in a Paraplanning or technical support role within financial services.
• Strong report writing and research capabilities.
• Good working knowledge of Microsoft Office, particularly Word, Excel and Outlook.
• Excellent organisational skills with the ability to manage a varied workload.
• Comfortable working independently and collaboratively within a team environment.
• Positive, proactive approach with a genuine desire to develop technical knowledge and industry expertise.

What's On Offer

• Competitive salary and benefits package.
• Hybrid and flexible working arrangements.
• Support towards professional qualifications and ongoing development.
• Clear progression opportunities within a growing financial planning business.
• Collaborative and supportive team culture.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.