img
Permanent

Trainee Paraplanner

Wakefield
money-bag 26000.00-26000.00 Annual
3085439517
Posted 2 days ago

Junior Paraplanner Wakefield £26,000-£30,000 + Bonus NJR Recruitment is delighted to be supporting a leading, fast-growing wealth management firm in Wakefield as they look to recruit an ambitious Junior Paraplanner to join their support team. This is a fantastic opportunity for someone with early-stage technical knowledge who is eager to develop into a fully qualified Paraplanner.The Opportunity: This role is ideal for a motivated individual with experience in technical report writing and at least RO1 (or higher) who wants hands-on training, exam support, and clear progression into a full Paraplanner position.You''ll work closely with senior Paraplanners, Advisers, and Directors, gaining experience in the entire advice process-from research and analysis to drafting suitability reports and supporting client recommendations.Key Responsibilities:Assist with gathering and analysing client informationProcessing new business requestsConduct research across pensions, investments, and protectionDraft suitability letters and supporting documents (including AI-assisted templates)Support advisers with case preparation and technical queriesHelp implement advice recommendations and liaise with providersMaintain accurate, compliant client filesWhat We''re Looking For:RO1 (minimum) - additional exams highly advantageousExperience in financial planning support or report writingStrong technical aptitude and willingness to learnExcellent attention to detailProfessional communication skillsA pr

Other jobs of interest...

Reed
Leeds
money-bag24000.00-24000.00 Annual
NJR Recruitment
Leeds
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!