Paraplanner

3 weeks ago


Wakefield, United Kingdom CB3 Associates Ltd Full time

The Company: A regionally renowned, Chartered IFA/wealth management firm based in Wakefield who are looking to add an experienced Paraplanner to their technical team. With over £1b AUM across both private and corporate client advice this is an excellent opportunity to join an established firm with tangible growth plans across the next 12-months. Location: WakefieldWorking Setup: Hybrid – 50:50 split between office & homeworkingPackage: £35-38k base DOE + bonus and full company benefitsBenefits: 5% pension, 4xDIS and Westfield Health Cashplan – All on top of a full, flexible benefits packageHolidays: 25-days + statsBonus: Discretionary – Paid annuallyThe Role: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include:Checking of Fact Find Information to ensure it meets FCA requirementsAssisting with the identification of demands and needs and possible solutionsChecking assessment to investment risk and capacity for lossCarrying our research on existing arrangementsCarry...


  • Paraplanner

    1 week ago


    Wakefield, United Kingdom Eden Rose Full time

    Paraplanner – Wakefield (Hybrid) - Salary : Up to £45,000Why Join Us?This is more than just a paraplanner role – it’s a chance to become part of a brilliant, well-established financial advice firm where people are truly valued. You’ll be joining a supportive team that prioritises fit, collaboration, and progression. Here, your expertise won’t just...

  • Paraplanner

    4 days ago


    Wakefield, United Kingdom Search Consultancy Full time

    Paraplanner / Report Writer Wakefield £28,000 - £40,000 plus training, exam support, free parking and benefits package This is an outstanding opportunity with a top performing IFA and Wealth Management firm to join their Wakefield office as a Paraplanner / Report Writer.The successful applicant will work alongside one of the top performing Wealth...

  • Paraplanner

    4 days ago


    Wakefield, United Kingdom Ortus Psr Full time

    **Paraplanner** **Location: Wakefield** **Salary: £30,000 - £35,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...

  • Junior Paraplanner

    6 days ago


    Wakefield, United Kingdom CLD Recruitment Full time

    28,000 salary, depending on experience* Up to 15% discretionary bonus (10% production + 5% performance) * 25 days holiday + bank holidays * Workplace pension * Life assurance (4× salary) * Appraisal Reward Day * Hybrid working pattern * Full study support, funded qualifications, and dedicated development time * Mentoring from senior Paraplanners and...

  • Paraplanner

    1 week ago


    Wakefield, United Kingdom Aspire Executive Search Full time

    Paraplanner, Wakefield £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working. Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well. I am delighted to be...

  • Paraplanner - Remote

    3 weeks ago


    Wakefield, United Kingdom BWD Search & Selection Full time

    BWD are supporting an expanding advisory group in their search for an experienced Paraplanner. Our client provides high quality paraplanning support to its two affiliated companies who operate in the HNW and UHNW space, this offers interestig variety to their report writing offering. You will be an experienced paraplanner who ideally holds the diploma in...

  • Junior Paraplanner

    3 weeks ago


    Wakefield, United Kingdom Ellis James Partners Limited Full time

    Junior Paraplanner - Technical Development RoleWakefield | £25,000-£28,000 + Bonus + BenefitsFrom admin to advice - this is your next step. We're working with a respected and fast-growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for a motivated, technically minded individual who's ready to build a...

  • Paraplanner x 2

    5 days ago


    Wakefield, United Kingdom Lime Search & Select Ltd Full time

    My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

  • Trainee Paraplanner

    2 weeks ago


    Wakefield, United Kingdom Search Consultancy Full time

    Junior Paraplanner: Technical Development Role Location: Wakefield Salary: £25,000 - £28,000 (Up to 15% Bonus) About Navigation Wealth Management (NWM) At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People...

  • Trainee Paraplanner

    2 weeks ago


    Wakefield, United Kingdom Search Consultancy LTD Full time

    Junior Paraplanner: Technical Development Role Location: Wakefield Salary: £25,000 - £28,000 (Up to 15% Bonus) About Navigation Wealth Management (NWM) At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People...