RO1 Ready Paraplanner: Hybrid Career Growth

Ellis James Partners Ltd; Durkar; Hybrid; GBP 25,000 - 28,000; Full time

Job summary

A national advisory network firm in Wakefield seeks a motivated Junior Paraplanner to support technical development in financial planning. The role offers a salary between £25,000 and £28,000, mentorship, and study support towards a full Paraplanner position. Candidates must have the RO1 qualification and experience in financial services admin. Additional perks include hybrid working, bonus opportunities, and structured development pathways.

Benefits

£25,000-£28,000 salary

Up to 15% bonus

25 days holiday + bank holidays

Pension & life assurance

Mentorship and study support

Qualifications

• Completed RO1 qualification or equivalent.
• Experience in financial services admin or technical support.
• Desire to complete Diploma and grow into a Paraplanner role.

Responsibilities

• Support case analysis and produce AI-assisted suitability reports.
• Conduct research across pensions, investments, and protection.
• Draft suitability letters and supporting documentation.
• Liaise with advisers to keep cases moving.

Skills

Attention to detail

Proactive mindset

Desire to learn

Education

RO1 qualification (CII or equivalent)

Job description

A national advisory network firm in Wakefield seeks a motivated Junior Paraplanner to support technical development in financial planning. The role offers a salary between £25,000 and £28,000, mentorship, and study support towards a full Paraplanner position. Candidates must have the RO1 qualification and experience in financial services admin. Additional perks include hybrid working, bonus opportunities, and structured development pathways.