Paraplanner: Strategic Financial Planning Support
1 week ago
A reputable financial advisory firm is seeking a Paraplanner to join their Wakefield-based team. This role involves assisting the Financial Planner with client advice, conducting research on investment funds, and preparing financial plans. The ideal candidate will hold a Level 4 diploma, possess a good understanding of the financial planning process, and demonstrate strong interpersonal and customer service skills. Competitive remuneration package offered.
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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...
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Paraplanner
1 week ago
Wakefield, United Kingdom Eden Rose Full timeParaplanner – 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...
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Paraplanner - Remote
3 weeks ago
Wakefield, United Kingdom BWD Search & Selection Full timeBWD 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...
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Paraplanner
2 weeks ago
Wakefield, United Kingdom IDEX Consulting Full timeJob description IDEX Consulting are representing a reputable and long-standing financial advisory business who are seeking a Paraplanner to join their Wakefield based support team.Role responsibilities include:To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriateReview client...
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Junior Paraplanner
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Limited Full timeJunior 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...
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Paraplanner
1 week ago
Wakefield, United Kingdom Aspire Executive Search Full timeParaplanner, 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...
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Paraplanner
1 week ago
Wakefield, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting are representing a reputable and long-standing financial advisory business who are seeking a Paraplanner to join their Wakefield based support team. Role responsibilities include : To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives...
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Trainee Paraplanner
2 weeks ago
Wakefield, United Kingdom Search Consultancy LTD Full timeJunior 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...
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Trainee Paraplanner
2 weeks ago
Wakefield, United Kingdom Search Consultancy Full timeJunior 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...
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Junior Paraplanner
3 weeks ago
Wakefield, United Kingdom Huntress Full timeA 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...