Job details.
Published: about less than a minute ago
Paraplanner - West Yorkshire, Remote/ Flexible Working - £40K + Benefits (potentially to £45K)
Are you an experienced Paraplanner looking for a role with genuine flexibility and long-term career prospects?
A well-established firm of Independent Financial Advisors, based in the West Yorkshire area, is looking to recruit a skilled and detail-oriented Paraplanner to support their growing team. This role offers exceptional flexibility, with the option to work remotely for the majority of the time and attend the office as little as once per month for meetings - or more frequently if preferred.
Key Responsibilities:
- Supporting financial planners with research, analysis, and report writing.
- Preparing suitability reports and recommendations in line with compliance requirements.
- Conducting in-depth product and investment research.
- Liaising with clients and providers to gather necessary information.
- Assisting in the development of financial planning strategies.
About You:
- Previous experience as a Paraplanner within an IFA or wealth management environment.
- Level 4 Diploma in Regulated Financial Planning (or working towards).
- Strong technical knowledge across pensions, investments, and protection.
- Excellent written and verbal communication skills.
- Ability to work independently and collaboratively as part of a team.
What’s on Offer?
- Competitive salary - negotiable depending on experience (circa £40K, potentially up to £45K for right person)
- Flexible working arrangements - remote-first, with office visits tailored to your preference, although a full time, office based role will be fine as well.
- Career progression opportunities - for those looking to develop into advisory or senior paraplanning roles.
- Company benefits package.
This is a fantastic opportunity to join a respected firm that values its employees and promotes work-life balance.
Paraplanner - West Yorkshire, Remote/ Flexible Working - £40K + Benefits (potentially to £45K)
Are you an experienced Paraplanner looking for a role with genuine flexibility and long-term career prospects?
A well-established firm of Independent Financial Advisors, based in the West Yorkshire area, is looking to recruit a skilled and detail-oriented Paraplanner to support their growing team. This role offers exceptional flexibility, with the option to work remotely for the majority of the time and attend the office as little as once per month for meetings - or more frequently if preferred.
Key Responsibilities:
- Supporting financial planners with research, analysis, and report writing.
- Preparing suitability reports and recommendations in line with compliance requirements.
- Conducting in-depth product and investment research.
- Liaising with clients and providers to gather necessary information.
- Assisting in the development of financial planning strategies.
About You:
- Previous experience as a Paraplanner within an IFA or wealth management environment.
- Level 4 Diploma in Regulated Financial Planning (or working towards).
- Strong technical knowledge across pensions, investments, and protection.
- Excellent written and verbal communication skills.
- Ability to work independently and collaboratively as part of a team.
What’s on Offer?
- Competitive salary - negotiable depending on experience (circa £40K, potentially up to £45K for right person)
- Flexible working arrangements - remote-first, with office visits tailored to your preference, although a full time, office based role will be fine as well.
- Career progression opportunities - for those looking to develop into advisory or senior paraplanning roles.
- Company benefits package.
This is a fantastic opportunity to join a respected firm that values its employees and promotes work-life balance.
Sector:
- Financial Services
- Financial Planning
