Paraplanner | Hybrid Role with Reports & Research Growth

Search; Calder Grove; Ibrido; GBP 36.000 - 42.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Professional qualifications support

Career progression

Collaborative team culture

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Report writing

Research

Organisational skills

Independent working

Team collaboration

Formazione

RQF Level 4 Diploma in Financial Planning

Strumenti

Microsoft Office (Word, Excel, Outlook)

Descrizione del lavoro

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.