Paraplanner
Wakefield | Office Based | £37,000 + Uncapped Quarterly Bonus
Are you an experienced Paraplanner looking to join a business where your expertise is genuinely valued, your development is invested in, and your earning potential is rewarded?
We're partnering with a thriving, values-driven financial planning firm that's experiencing impressive growth and has built an outstanding reputation for looking after both its clients and its people. This is a fantastic opportunity to become part of a collaborative, supportive team where professional development is actively encouraged and career progression is genuinely achievable.
What's in it for you?
- Salary: £37,000
- Uncapped quarterly bonus - The scheme is realistic, achievable, and the current Paraplanning team are consistently hitting their targets and earning bonus.
- 25 days annual leave plus bank holidays
- An additional day's holiday after 2 years' service (up to 28 days)
- Office closure between Christmas and New Year (3 days not deducted from annual leave)
- 35-hour working week (Monday-Friday, 9am-5pm with 1-hour lunch)
- 6% employer pension contribution
- Salary exchange pension scheme available with additional employer NI contribution savings
- Ongoing professional development and support towards your career goals
- A friendly, collaborative culture where everyone works together to achieve the best outcomes for clients
The Role
As a Paraplanner, you'll provide high-quality technical support to Financial Advisers, helping deliver tailored financial planning solutions to clients. You'll be involved in researching, analysing and preparing suitability reports while working closely with Advisers and Client Support teams to ensure a seamless client journey.
Your responsibilities will include:
- Preparing detailed, compliant suitability reports
- Conducting research across pensions, investments and protection
- Supporting complex financial planning cases including tax planning and cashflow modelling
- Producing technical illustrations and provider comparisons
- Ensuring all recommendations meet regulatory standards
- Working collaboratively to progress new business and client reviews efficiently
- Maintaining accurate client records and documentation
- Keeping up to date with industry legislation and market developments
About You
We're looking for someone who enjoys the technical side of financial planning and takes pride in producing high-quality work.
You'll ideally have:
- Previous Paraplanning experience (St. James's Place experience highly desirable)
- Level 4 Diploma qualified (or working towards it)
- Strong technical knowledge across pensions, investments and financial planning
- Experience using research tools such as Voyant, Analytics or similar
- Excellent attention to detail and organisational skills
- A proactive, team-focused approach with excellent communication skills
Why Apply?
This is far more than a Paraplanning role. It's an opportunity to join a successful, growing business that genuinely invests in its people. You'll be supported to develop professionally, recognised for your contribution, and rewarded through a generous bonus structure that reflects your hard work.
If you're looking for a long-term opportunity with a business that combines strong values, ambitious growth plans and a supportive culture, we'd love to hear from you.
Pay: Up to £37,000.00 per year
Benefits:
- Free parking
- Life insurance
- On-site parking
Work Location: In person
