Paraplanner in Wakefield - Eden Rose

Paraplanner up to £45,000 | Hybrid | Wakefield

Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business?

This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development.

The Role

As a Paraplanner, you’ll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals.

You’ll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment.

Key Responsibilities

• Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies.
• Analyse client portfolios and identify opportunities for improvement or growth.
• Prepare tailored financial plans and recommendations in line with client objectives.
• Draft high-quality suitability reports and investment proposals.
• Ensure all work meets FCA compliance standards.
• Attend client meetings when required to assist with fact-finding and risk profiling.
• Provide clients with regular updates and reviews of their portfolios.

About You

• Diploma in Regulated Financial Planning (Level 4) or working towards completion.
• Previous experience in a Paraplanning or Financial Planning Support role.
• Strong knowledge of financial products and services.
• Excellent attention to detail and communication skills.
• Confident working both independently and as part of a team.
• Proficient in financial planning software and Microsoft Office.

What’s on Offer

• Full study support towards further qualifications.
• A supportive, collaborative working culture.
• Flexible and hybrid working arrangements.
• Excellent benefits package, including pension and holidays.