Job Information

Experience Paraplanner - Wakefield

A client centric Chartered Financial Planning Firm who are well known in the Financial Services sector are looking to add to their team an Experienced Paraplanner.

This Financial planning firm are a growing company and are focussed on inspiring their people to grow with them.

The ideal candidate will be:

• Diploma qualified or close to attaining DipFA/DipPFS status
• Have a minimum of 2 years’ experience of being a paraplanner at an IFA/Wealth Management Firm
• Experience in writing technical suitability reports and conducting high quality fund research
• Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms
• Providing extensive administrative and technical support to the advisors
• Excellent communicator, organized, knowledgeable and technically minded.


The current role is being advertised due to a recent intake in clients and the employee is keen to support all staff to further their career within the firm.

The salary offered is £25,000 - £30,000 dependant on experience.

Due to the calibre required for this position, it is strongly urged that candidates who do not fit the above need not apply.

If interested in the role please apply within and one of our consultants will be in touch.