Financial adviser Work, Jobs in Pontefract, Wyk (with Salaries)

Paraplanner
West Riding Personal Financial Solutions Ltd —Castleford
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
- Profit sharing
Quick apply
Trainee Mortgage Adviser
The New Homes Group —Wakefield
- £26,600 - £35,000 a year
- Overtime
- Remote
- Customer service
- Presentation skills
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
Estate Planning administrator
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- CRM software
- Customer service
- Data entry
- Referral programme
Quick apply
8d
Client Services Associate - Relationships
Lloyds Wealth —Leeds
- Full-time
- Communication skills
- Time management
- Annual leave
- Work from home
3d
Qualifications Specialist | Appointment Setter | Client Engagement Specialist | Call Centre Agent
Lead Tech —Otley
- From £24,000 a year
- Part-time
- Hybrid work
- English
- Financial services
- Communication skills
- Free parking
- Flexible schedule
Quick apply
14d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Head of Operations
SHINE: Support and Help IN Education —Leeds
- £55,000 a year
- Part-time
- Hybrid work
- Team management
- Travel
- Contracts
Quick apply
9d
Customer Service Adviser
The New Homes Group —Wakefield
- £25,500 a year
- Weekend availability
- Financial services
- Office experience
- Free parking
- Annual leave
Quick apply
Client Onboarding Advisor
Irwin Mitchell —Sheffield
- Hybrid work
- Employee discount
6d
Executive Support Officer
City of Bradford Metropolitan District Council —Bradford
- £34,434 - £36,363 a year
- Communication skills
- Analytics
IT Support Coordinator
The Openwork Partnership —Leeds
- Up to £32,500 a year
- Hybrid work
Senior Manager - Complex Transaction Support
Homes England —Leeds
- £59,631 - £79,464 a year
- Full-time
- Presentation skills
- No degree
- Organisational skills
- Annual leave
- Employee assistance programme
Health and Safety Adviser
Hamro Lagani Business and Financial Services —Wakefield
- £34,000 - £42,000 a year
- Full-time
- Bachelor's degree
- Organisational skills
- In-person
Quick apply
Retrofit Assessor
YorEnergy —York
- £35,000 - £40,000 a year
- Weekend availability
- Hybrid work
- CRM software
- Travel
- In-person
- Work from home
Quick apply
13d
Data Analyst
The Progeny Group Limited —Leeds
- £43,000 a year
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
Private Client - Assistant
Crombie Wilkinson —York
- From £25,500 a year
- Full-time
- English
- Organisational skills
- In-person
- Employee discount
- Life insurance
Quick apply
2d
Trainee Financial Adviser
Mattioli Woods —Sheffield
- Travel
Accounts Manager/ Assistant Manager
Saffery —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Training & development
- Profit sharing
- Annual leave
Manager, Real Estate, Sales and Purchase Agreement, M&A
Deloitte —Leeds
- Hybrid work
7d

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Paraplanner

West Riding Personal Financial Solutions Ltd -
Castleford

Quick apply

Job details

Permanent | Full-time
£40,000 - £45,000 a year

Benefits

Free parking
Casual dress
Profit sharing
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Company pension
Employee discount
Sick pay

Qualifications

Financial Conduct Authority guidelines
Financial planning
Pension
Financial modelling
Suitability report preparation
Case record updates
Analysis skills
Organisational skills
Communication skills

Full job description

Our Company

West Riding Personal Financial Solutions Ltd is a fully independent financial advisory firm based in Castleford, managing over £150m in client assets. Established in 2004 as a family business, the firm provides advice across all areas of personal finance, including protection, savings and investments, tax planning, and pensions. The team combines decades of experience, supported by a dedicated administration and paraplanning function. West Riding operates from the centre of Castleford with convenient, company-paid-for parking nearby. The firm is completely independent, directly authorised by the FCA, and has a strong media presence and industry profile, reflecting its emphasis on expertise, integrity, and client-focused service.

The Role

The Paraplanner will be 100% office based in our Castleford office, supporting our financial advisors by preparing suitability reports, recommendations, and supporting documentation for a wide range of personal finance solutions. Day-to-day responsibilities include gathering and analysing client information, conducting product and fund research, and ensuring that advice is compliant with regulatory and internal standards.

The role involves maintaining accurate records, updating client files, and liaising with providers and the internal administration team to progress cases efficiently. The Paraplanner will also assist in reviewing existing client arrangements, modelling financial scenarios, and helping to develop clear, client-friendly documentation.

This is a full-time, on-site role based in Castleford. You must have significant experience in pensions and investments, and you will ideally have the full Level 4 Diploma or equivalent. You may be a fully qualified adviser who doesn't like selling and doesn't want to be forever chasing a monthly target. That's fine, because we're advisers, not salespeople. You do absolutely need to be experienced and ready to go though, as a capable paraplanner. We need somebody who can start on the start line, not a mile behind it.

Qualifications

Mortgage qualifications are not relevant to this job as we do not do mortgages. Candidates should possess -

Strong analytical and research skills, including the ability to interpret financial information, compare products, and support advisors with well-founded recommendations.
Solid written communication skills, including the ability to draft clear, accurate reports, letters, and client documentation in a professional tone.
Excellent organizational and administrative skills, including attention to detail, effective time management, and the ability to manage multiple cases simultaneously.
A good understanding of personal finance areas such as pensions, investments, protection, and tax planning, with the ability to apply this knowledge in practice.
Strong interpersonal skills, including the ability to work collaboratively with advisors, colleagues, and external providers, and to communicate complex information in an accessible way.
Relevant professional qualifications (e.g., holding Level 4 Diploma in Financial Planning or equivalent).
Previous recent relevant experience in a paraplanning or financial services support role, familiarity with financial planning software, and knowledge of UK regulatory requirements (e.g., FCA rules).
A good work ethic and a positive friendly attitude. We work hard and we share the benefits. We don't want deadbeats, moaners, gossips, backstabbers, or office-politics players who ruin it for everyone else.

Salary and Benefits

We expect the candidate will merit a salary of at least £40,000 pa in addition to which we pay an amount equal to 9% of basic salary to the pension plan of each colleague’s choice. Full-year bonuses in the last year ranged between 12% and 18% of salary. Holidays and early-finishes equate to a minimum equivalent of 37 days per year, we provide paid-for parking within easy walking distance of the office.

On top of all that we also pay for at least two full evening meals per year (Christmas and our company year-end of 30 June) for colleagues, their partners, and their children, and provide a wide choice of nibbles and drinks for all colleagues for free. We also do our best to keep it a fun and informal place to work.

Yeah, okay, we’re not Google, but we do more than most firms on the benefits front.

Call Neil on 01977 808600 or email [email protected] with your CV and interview availability.

Pay: £40,000.00-£45,000.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Cycle to work scheme
Employee discount
Employee mentoring programme
Financial planning services
Free parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in pontefract, wyk

Paraplanner

Trainee Mortgage Adviser

Estate Planning administrator

Financial Advisor Administrator

Client Services Associate - Relationships

Qualifications Specialist | Appointment Setter | Client Engagement Specialist | Call Centre Agent

Financial Planning Administrator

Head of Operations

Customer Service Adviser

Client Onboarding Advisor

Executive Support Officer

IT Support Coordinator

Senior Manager - Complex Transaction Support

Health and Safety Adviser

Retrofit Assessor

Data Analyst

Private Client - Assistant

Trainee Financial Adviser

Accounts Manager/ Assistant Manager

Manager, Real Estate, Sales and Purchase Agreement, M&A

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