Job Title: Paraplanner Location: Wakefield (Remote working options available) Salary: Up to £40,000 (depending on experience) Company/discretionary bonus scheme Reference Number: 9594 Are you an ambitious, detail-oriented individual with a passion for financial planning? We are looking for a dedicated and driven Paraplanner to join a team of Financial Planning experts, working at a National IFA in the heart of Wakefield. This is a fantastic opportunity for someone looking to advance their career in financial planning, work closely with experienced Financial Planners, and gain exposure to investment strategies and compliance-related activities. This company will support you with your exams and progress towards Financial Advisory status. Key Responsibilities: Collaborate with a nominated Financial Planner(s) to ensure client files are compliant and suitability reports are well-crafted. Prepare and complete annual suitability review letters, addressing any queries or concerns with the Financial Planner(s). Assist in maintaining research for the firm’s central investment proposition alongside the Investment Committee and Paraplanning Supervisor. Maintain accurate data within the firm’s CRM system. Act as the primary point of contact for a nominated Financial Planner(s), providing regular updates on the progress of each case. Ensure client files are fully compliant by verifying that all paperwork is present and accurate, risk profiles are determined, and client circumstances are documented. Conduct research independently and with the Financial Planner to identify the best solutions for clients' needs. Assess the suitability of clients’ existing portfolios, considering factors like asset allocation, risk profile, costs, and performance. Communicate with providers to gather all necessary plan information for advice formulation. Prepare draft suitability reports based on the agreed recommendations, ensuring all research and documentation meet FCA and regulatory requirements. Support the completion of ad-hoc tasks and maintain positive relationships with colleagues across departments. Experience & Qualifications Required: Level 4 Financial Planning Diploma (CII preferred, but not essential). 2 years’ experience working as a Paraplanner. Proficient in Microsoft Office (Excel, Word, Outlook). Intelligent Office expertise (Desirable) Strong independent work ethic Strong IT skills with the ability to learn new systems quickly. Experience in working remotely and maintaining strong working relationships with remote colleagues. What’s on offer? Starting salary of up to £40,000 Company Bonus scheme Hybrid working week rotation Option to purchase additional holiday Study/Paid Exam Support Healthcare Services Social events and smart spending retail/incentive schemes If you are a motivated individual with a passion for providing excellent administrative support within the financial services industry, we would love to hear from you To apply, please send across your CV About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm in Wakefield on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.