Paraplanner

Citrus Elite Recruitment Ltd; Castleford; On-site; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Bonuses

Generous Pension Scheme

Free Parking Local to Office

Career Development

Meals out Paid for

Fun Events

Job summary

Citrus Elite Recruitment Ltd in Castleford is seeking a Paraplanner for a 100% on-site role, supporting independent financial advisers with suitability reports and documentation for pensions, investments and tax planning.

Ideal candidates have Level 4 Diploma in Financial Planning (or studying) and prior paraplanning/financial services experience; strong analytical and regulatory knowledge are key. Salary £40k‑£45k plus pension and bonuses.

Qualifications

• Level 4 Diploma in Financial Planning or actively studying for it.
• Experience in paraplanning or financial services support.
• Familiarity with UK regulatory requirements (FCA).

Responsibilities

• Prepare suitability reports and recommendations for personal finance solutions.
• Assess client information and conduct product/fund research.
• Maintain accurate client records and liaise with providers and admin.
• Model financial scenarios and draft client documentation.

Skills

Analytical skills

Attention to detail

Client documentation

Regulatory knowledge

Team collaboration

Education

Level 4 Diploma in Financial Planning

Studying towards Level 4 Diploma

Job description

Paraplanner

Castleford

Are you Fully Level 4 Diploma Qualified or currently studying the qualification?

Do you have any experience as a Paraplanner or working within in a Financial Services Support role whilst now looking for a fresh challenge?

Do you want to work for an established, highly rewarding and highly reputable company?

• £40k - £45k region Salary
• Bonuses
• Generous Pension Scheme
• Free Parking Local to Office
• Career Development
• Highly Friendly Family Run Business
• Meals out Paid for
• Fun Events

The Company

Our client is a fully independent financial advisory firm based in Castleford, managing over £150m in client assets.

Established in 2004 as a family business, the firm provides advice across all areas of personal finance, including protection, savings and investments, tax planning, and pensions.

The team combines decades of experience, supported by a dedicated administration and paraplaining function. They operate from the centre of Castleford with convenient, company-paid-for parking nearby.

The firm is completely independent, directly authorised by the FCA, has a strong media presence and industry profile, reflecting its emphasis on expertise, integrity, and client-focused service.

The Role

The Paraplanner will be 100% on‑site in their Castleford office, supporting the financial advisors by preparing suitability reports, recommendations, and supporting documentation for a wide range of personal finance solutions.

Day-to-day responsibilities include gathering and analysing client information, conducting product and fund research, and ensuring that advice is compliant with regulatory and internal standards. The role involves maintaining accurate records, updating client files, and liaising with providers and the internal administration team to progress cases efficiently.

The Paraplanner will also assist in reviewing existing client arrangements, modelling financial scenarios, and helping to develop clear, client‑friendly documentation. This is a full‑time, on‑site role based in Castleford.

Qualifications

Candidates should possess –

• Relevant professional qualifications (e.g., working towards or holding Level 4 Diploma in Financial Planning or equivalent).
• Previous experience in a paraplanning or financial services support role, familiarity with financial planning software, and knowledge of UK regulatory requirements (e.g., FCA rules).
• Strong analytical and research skills, including the ability to interpret financial information, compare products, and support advisors with well‑founded recommendations.
• Solid written communication skills, including the ability to draft clear, accurate reports, letters, and client documentation in a professional tone.
• Excellent organisational and administrative skills, including attention to detail, effective time management, and the ability to manage multiple cases simultaneously.
• A good understanding of personal finance areas such as pensions, investments, protection, and tax planning, with the ability to apply this knowledge in practice.
• Strong interpersonal skills, including the ability to work collaboratively with advisors, colleagues, and external providers, and to communicate complex information in an accessible way.
• A good work ethic and a positive friendly attitude. We work hard and we share the benefits.

Salary and Benefits

We expect the successful candidate will merit a salary of at least £40,000 pa in addition to which we pay an amount equal to 9% of basic salary to the pension plan of each colleague's choice.

Full‑year bonuses in the last year ranged between 12% and 18% of salary. Holidays and early‑finishes equate to a minimum equivalent of 37 days per year and we provide paid‑for parking within easy walking distance of the office.

On top of all that we also pay for at least two full evening meals per year (Christmas and our company year‑end of 30 June) for colleagues, their partners, and their children, and provide a wide choice of nibbles and drinks for all colleagues for free. We also do our best to keep it a fun and informal place to work.