Paraplanner

Tekk Fusion; Wakefield; Hybrid; GBP 41,000 - 50,000; Full time

Job summary

Tekk Fusion in Wakefield is recruiting a Level 4 qualified Paraplanner to join our established financial advice team. This role focuses on technical support for advisers, research, report writing and documentation to support the client journey.

You will work closely with advisers and the wider team, handle client review packs, ensure compliance, and contribute to high-quality service in a stable hybrid environment.

Qualifications

• Diploma qualified Level 4 with at least 2 years’ paraplanning experience.
• Strong technical knowledge and attention to detail.
• Excellent communication skills and ability to work as part of a team.
• Organised, proactive, and able to manage workload effectively.

Responsibilities

• Provide technical support to advisers, including research, report writing, and suitability letters.
• Assist with the preparation of client review packs and documentation.
• Ensure compliance standards are met across all work.
• Contribute to the smooth running of the advice process and client journey.
• Work collaboratively with colleagues to maintain a high standard of service.

Skills

Technical knowledge

Attention to detail

Communication

Teamwork

Organisation

Education

Diploma Level 4

Job description

Paraplanner

Location:Wakefield (hybrid)
Salary: Up to£45,000

About the Role

We are seeking a Level 4 qualified Paraplanner to join a well-established financial advice firm. This is a standard paraplanner role with clear internal progression opportunities, offering the chance to work closely with advisers and the wider team to deliver high-quality support and technical expertise.

Key Responsibilities

• Provide technical support to advisers, including research, report writing, and suitability letters.

• Assist with the preparation of client review packs and documentation.

• Ensure compliance standards are met across all work.

• Contribute to the smooth running of the advice process and client journey.

• Work collaboratively with colleagues to maintain a high standard of service.

What We’re Looking For

• Diploma qualified (Level 4) with at least 2 years’ paraplanning experience.

• Strong technical knowledge and attention to detail.

• Excellent communication skills and ability to work as part of a team.

• Organised, proactive, and able to manage workload effectively.

• Internal progression opportunities.

• Stable team environment with capacity covered, ensuring the right fit is prioritised.