Paraplanner

Ortus PSR; United Kingdom; Hybrid; GBP 42,000 - 45,000; Full time

Job summary

A respected Wealth Management firm in Wakefield is seeking a qualified Paraplanner to join their client-focused team. This role offers the opportunity to support high-calibre Independent Financial Advisers (IFAs) while maintaining a flexible hybrid working environment. You'll be responsible for preparing suitability reports, conducting research, and developing tailored financial strategies, all within a supportive culture that prioritizes professional development.

Benefits

Flexible work/life balance

Supportive culture

High-quality client work

Modern systems and tools

Qualifications

• Strong understanding of the advice process and regulatory environment.
• Experience in a paraplanning or technical support role.

Responsibilities

• Preparing detailed and compliant suitability reports based on client objectives.
• Conducting in-depth product and fund research.
• Maintaining up-to-date technical knowledge of financial services.

Skills

Attention to detail

Simplifying complex information

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner - Level 4 Qualified Up to GBP45,000 + Hybrid Working Wakefield

Shape the future of financial advice - support high-calibre IFAs and thrive in a dynamic, professional environment.

Are you a qualified Paraplanner looking to join a respected and forward-thinking Wealth Management firm in Wakefield? This is a fantastic opportunity to bring your technical expertise and analytical insight to a supportive and client-focused team that values continuous development and a collaborative culture.

Why Join This Firm?

• Hybrid working - Enjoy a flexible work/life balance with a combination of office and home-based working.
• Up to GBP42,500 salary - Competitive package reflective of your skills and experience.
• Supportive culture - Work alongside Chartered Financial Planners and Compliance professionals in a team that champions progression.
• High-quality client work - Focus on complex financial planning cases across pensions, investments, protection, and estate planning.
• Modern systems - Benefit from efficient processes, robust research tools, and administrative support to help you focus on quality advice preparation.

What You'll Be Doing:

• Preparing detailed and compliant suitability reports based on client objectives and adviser recommendations.
• Conducting in-depth product and fund research, using platforms and research tools.
• Working closely with advisers to develop tailored financial planning strategies.
• Liaising with providers and clients to obtain key information and ensure smooth case progression.
• Maintaining up-to-date technical knowledge of financial services, products, and legislation.

What We're Looking For:

• Level 4 Diploma in Regulated Financial Planning - essential.
• A strong understanding of the advice process and regulatory environment.
• Excellent attention to detail and the ability to simplify complex technical information.
• Experience working in a paraplanning or technical support role within a financial planning or wealth management environment.