• Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £28000 - £40000 per annum + hybrid working, benefits, exam support

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

Paraplanner / Report Writer


£28,000 - £40,000 plus training, exam support, free parking and benefits package

This is an outstanding opportunity with a top performing IFA and Wealth Management firm to join their Wakefield office as a Paraplanner / Report Writer.The successful applicant will work alongside one of the top performing Wealth Consultants providing a full report writing service

The role will develop into a more technical position with full support given to achieve Diploma/Chartered status depending on your current qualifications (this progress would be reflected in regular salary reviews)

To apply you MUST HAVE experience working closely with Financial Advisors and be able to provide holistic paraplanning support which includes the production of suitability or reason why letters (please don't apply if you do not meet this criteria). You will preferably be a minimum of Diploma level qualified with a desire to continue your industry studies but experience will be taken into account if you don't have a lot of qualifications.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact David Elders at Search Financial Services on Leeds 308 8041 or apply within