Wakefield
Junior Paraplanner – Wakefield | Salary competitive + Bonus & Benefits
A growing financial planning firm is seeking a motivated Junior Paraplanner to join their team and develop into a fully qualified paraplanner.
The Role:
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Support advisers with case analysis, research, and report preparation.
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Assist in drafting suitability letters and supporting documentation.
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Help with implementation of client recommendations and administrative tasks.
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Maintain accurate client records and ensure compliance.
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Build knowledge and experience under mentorship from senior Paraplanners and Advisers.
Candidate Requirements:
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CII RO1 qualified (or higher) with ambition to complete Level 4 Diploma.
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Strong technical aptitude, attention to detail, and accuracy.
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Excellent communication and interpersonal skills.
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Proactive, positive, and eager to learn in a structured development environment.
What’s On Offer:
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Competitive salary (£25,000–£28,000) plus discretionary bonus.
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25 days holiday + bank holidays.
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Workplace pension and life assurance.
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Hybrid working and flexible hours.
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Structured professional development, study support, and mentorship.
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Clear career pathway to fully qualified paraplanner.