Junior Paraplanner

3 weeks ago


Wakefield, United Kingdom Huntress Full time

A growing, forward-thinking financial planning firm is seeking an enthusiastic individual to join its technical support team as a Junior Paraplanner. This is a fantastic opportunity for someone looking to build a long-term career in paraplanning within a supportive, development-focused environment. About the Role This position is ideal for someone who has already gained experience in technical report writing and holds RO1 (or a higher CII qualification). The successful candidate will be committed to working toward further professional exams, such as the Diploma in Regulated Financial Planning. Key Responsibilities You will support the technical and administrative elements of financial planning cases, including: Case Preparation Research Support Documentation Client Recommendation Implementation Compliance What We're Looking For Qualifications: RO1 (or equivalent) as a minimum. Career Ambition: A genuine desire to progress toward diploma-level qualifications. Technical Curiosity: Comfortable learning new concepts and applying foundational regulatory knowledge. Attention to Detail: Strong accuracy and a careful approach to written wor...


  • 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...

  • 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...

  • Junior Paraplanner

    6 days ago


    Wakefield, United Kingdom Heat Recruitment Full time

    A growing financial planning firm is seeking a motivated Junior Paraplanner to support advisers in case analysis and research. This role offers a competitive salary of £28,000 - £35,000 with benefits including bonus, holiday entitlement, and professional development support. Ideal candidates will be CII RO1 qualified, possess strong communication skills,...

  • Junior Paraplanner

    1 week ago


    Wakefield, United Kingdom Huntress - Leeds Full time

    A growing, forward-thinking financial planning firm is seeking an enthusiastic individual to join its technical support team as a Junior Paraplanner. This is a fantastic opportunity for someone looking to build a long-term career in paraplanning within a supportive, development-focused environment. About the Role This position is ideal for someone who has...

  • Junior Paraplanner

    6 days ago


    Wakefield, United Kingdom Huntress - Leeds Full time

    A growing, forward-thinking financial planning firm is seeking an enthusiastic individual to join its technical support team as a Junior Paraplanner. This is a fantastic opportunity for someone looking to build a long-term career in paraplanning within a supportive, development-focused environment. About the Role This position is ideal for someone who has...

  • Junior Paraplanner

    1 week ago


    Wakefield, United Kingdom Huntress Full time

    A growing financial planning firm in Wakefield is looking for a Junior Paraplanner to join their technical support team. This role offers a salary of £25,000-£28,000, hybrid working flexibility, and a pathway to further qualifications in financial planning. If you have experience in report writing and a desire to grow in the financial services industry,...


  • Wakefield, United Kingdom Search Consultancy LTD Full time

    A financial services consultancy is seeking a motivated Junior Paraplanner in Wakefield to support Financial Advisors. This role offers the chance to grow with hands-on training and involvement in crucial tasks like research and case analysis. Candidates should possess the CII RO1 qualification or higher and show a strong commitment to continuous learning....

  • 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...

  • 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...

  • Aspiring Paraplanner

    2 weeks ago


    Wakefield, United Kingdom Search Consultancy Full time

    A leading financial services firm in Wakefield is seeking a motivated Junior Paraplanner to assist in technical report writing and client data analysis. You will join a dynamic team and receive hands-on training to develop your paraplanning career. The role offers a salary between £25,000 - £28,000, along with a comprehensive benefits package including a...