Paraplanner Work, Jobs in Wakefield, Wyk (with Salaries)

Paraplanner
Harper Financial Associates —Wakefield
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Employee discount
Quick apply
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
14d
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
1d

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Paraplanner
Harper Financial Associates —Wakefield
Level 4 Diploma qualified (or working towards, with a commitment to progress further). Keep up to date with industry developments, products, and regulatory…
£30,000 - £50,000 a year
Quick apply
Paraplanner
YorWealth —York
Level 4 Diploma qualified (minimum). You’ll work closely with our Advisers to help deliver high-quality financial planning and outstanding client outcomes.
£38,000 - £45,000 a year
Quick apply
4h

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Paraplanner

Harper Financial Associates
Wakefield

Quick apply

Job details

Full-time
£30,000 - £50,000 a year

Benefits

Free parking
Company pension
Canteen
Company events
Private medical insurance
Employee discount
Referral programme
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Job Title: Paraplanner (with pathway to becoming an adviser available)

Location: Nostell Priory, Wakefield, West Yorkshire

Salary: Negotiable dependent upon experience

Job Type: Full-time, Permanent

About Us:

We are an award-winning independent financial advice practice based in Nostell Priory, Wakefield, West Yorkshire, known for delivering high-quality, personalised financial planning services to individuals and businesses. As our practice continues to grow, we are looking for a highly organised and proactive Paraplanner to support the advisers.

The Role:

As a Paraplanner, you will play a key role in supporting our advisers in delivering high-quality financial advice. This will involve undertaking in-depth research, preparing suitability reports, and ensuring our clients receive tailored recommendations that meet their individual needs.

This is an excellent opportunity for someone who is passionate about financial planning, values collaboration, and wants to play a key role in making a real difference to clients’ lives.

Key Responsibilities:

· Undertake in-depth research and analysis across pensions, investments, protection, and other financial planning areas.

· Prepare detailed and compliant suitability reports tailored to individual client needs.

· Collaborate closely with advisers to develop bespoke financial planning solutions.

· Gather, analyse, and interpret client information to support effective decision-making.

· Liaise with providers and third parties to obtain accurate product and policy information.

· Keep up to date with industry developments, products, and regulatory changes.

· Support the continual improvement of internal systems and processes.

· Contribute to team discussions and share ideas – your input will always be valued.

· Provide technical support to colleagues where required.

About You:

· Level 4 Diploma qualified (or working towards, with a commitment to progress further).

· Strong technical knowledge across key financial planning areas, with a genuine interest in staying ahead of regulatory and market changes.

· Excellent written communication skills – able to explain complex ideas clearly and simply.

· A positive, proactive approach with great problem-solving skills.

· High attention to detail and strong organisational abilities – able to manage multiple tasks without losing focus.

· A team player who enjoys collaborating and supporting others, but also confident working independently.

· Friendly, approachable, and client-focused – you’ll genuinely care about delivering the best outcomes.

What We Offer:

· Competitive starting salary

· Supportive working environment in a professional and friendly team

· Opportunities for career development and training

· Private Healthcare

· Company Pension Scheme

· 30 days holidays

· Early finish on Fridays

· Free parking

· Office-based role with standard working hours (Monday to Friday)

· On site café

· Free bicycle hire

· National Trust grounds access

· Team events/nights out

· Site activities such as Yoga, Boot Camp, Bee Keeping, Readers book club plus much more

How to Apply:

Please send your CV and a brief covering letter outlining your suitability for the role to [email protected].

Join our award-winning team and play a key role in the continued success of a respected and client-focused financial advisory firm.

Closing date for applications 28th June 2026

Job Type: Full-time

Pay: £30,000.00-£50,000.00 per year

Benefits:

Canteen
Company events
Company pension
Employee discount
Free parking
On-site parking
Private medical insurance
Referral programme

Experience:

paraplanning: 1 year (required)

Work Location: In person

Quick apply

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