Servicing Adviser / ParaplannerSalary: Up to 45,000 (DOE) + Bonus + 9% Employer Pension ContributionLocation: Castleford, West Yorkshire (100% Office-Based)Hours: Monday - Friday, 9:00am - 5:00pm (35 hours per week)Full-time, Permanent PositionDo you love advising clients but dislike sales pressure and targets? If so, this could be the perfect role for you. Our client is a highly respected, client-focused wealth management firm based in Castleford. With 135m under management and a client base of over 600, our client is seeking a conscientious and experienced Servicing Adviser or Paraplanner to join our client''s close-knit, supportive team.The Key Responsibilities of the Servicing Adviser / Paraplanner: Conduct comprehensive fact-finds, risk assessments, and capacity-for-loss evaluations. Develop tailored financial plans covering investments, pensions, tax, and estate planning. Maintain long-term client relationships, providing regular updates and plan reviews. Stay informed on market trends, economic shifts, and financial products. Educate clients on financial options and collaborate with external professionals (e.g., accountants, solicitors). Ensure full compliance with regulatory requirements and maintain accurate client records.The Key Requirements of the Servicing Adviser / Paraplanner: Level 4 Diploma in Financial Planning (required for Adviser role; part-qualified considered for Paraplanner). Minimum 2 years'' experience in financial services, ideally in a paraplanning