Financial Planning Consultant

2 weeks ago


Wakefield, Wakefield, United Kingdom Austin Fraser Full time
Job Overview

We are a leading Financial Advisory firm based in the UK, providing expert financial advice to individuals and businesses.

About the Role

This is an exciting opportunity for a highly organized and detail-oriented Paraplanner to join our team. As a career-focused individual, you will be responsible for supporting the development of high-quality financial plans for clients, ensuring accuracy and compliance with regulatory requirements.

Key Responsibilities:
  • Support the production of comprehensive financial plans and reports.
  • Conduct thorough research and analysis to inform recommendations.
  • Maintain accurate records and update client files as required.
Requirements:

We are seeking a skilled Paraplanner with a Level 4 Diploma qualification (CII preferred) and at least 1 year of experience in a Paraplanning role within an Independent Advisory firm. You should have excellent communication skills, both written and verbal, and be able to work effectively in a team environment.

What We Offer:
  • A competitive salary: £40,000 - £50,000 per annum, depending on experience.
  • A hybrid working structure with 50/50 split of time on site and WFH.
  • Very competitive study support program.
  • Death In Service cover.
  • Access to digital GP and mental health consultations.
  • Nutritionist consultations.
  • Second medical opinion service.
  • Westfield Health medical cash plan.
  • Westfield Rewards smart spending cashback.
  • Company-funded social events throughout the year.


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