• Location

    Wakefield, West Yorkshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £27000 - £38000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


Experienced Paraplanner - Well established firm of Independent Financial Advisers - Wakefield

MB Fitzgerald are currently working with a professional firm of IFA's who specialise in providing holistic financial advice to retired individuals or those approaching retirement. They currently have a vacancy for an experienced Paraplanner to join them in their busy Wakefield head office.

We are seeking an 'experienced Paraplanner' so applicants MUST have previous experience in a Paraplanning role within a financial planning business. You should also be qualifed to Diploma level or within one or two exams.

The right candidate will require a keen eye for detail, strong analytical and reasoning capabilities, effective verbal and written communication skills and be able to manage their workload/time effectively.

Experience of Adviser Office, FE Analytics, Selectapension, Cash Calc and PPOL is desirable but not essential as training will be given.

Responsibilities will include:

  • Carrying out fund, product and provider research
  • Liaising with consultants to provide high quality advice to meet the needs of their clients
  • Writing holistic suitability reports which will cover investment, protection, estate planning, inheritance tax, pension accumulation and pension decumulation planning
  • Keeping abreast of industry and regulatory changes to ensure that all output is robust and compliant

On offer is a competitive basic salary plus company benefits.