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Junior Paraplanner

Posted: 20/11/25
Recruiter:Ellis James Partners Ltd
Reference:3030686936
Type:Permanent
Salary:£25,000 - £28,000 Annual
Location:Durkar, Yorkshire and the Humber
Description: Junior Paraplanner - Technical Development Role
Wakefield £25,000-£28,000 + Bonus + Benefits
From admin to advice - this is your next step.

We're working with a respected and fast-growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for a motivated, technically minded individual who's ready to build a long-term career in financial planning.

If you've already completed RO1 and have some experience with report writing or technical admin, this is your chance to move into a structured paraplanning pathway -with mentorship, study support, and hands-on exposure to the full advice process.

What you'll be doing:
  • Supporting case analysis and producing AI-assisted suitability reports.
  • Conducting research across pensions, investments, and protection.
  • Drafting suitability letters and supporting documentation.
  • Liaising with advisers and compliance to keep cases moving.
  • Learning the ropes of technical calculations, compliance, and client implementation.

What you'll bring:
  • RO1 qualification (CII or equivalent) - essential.
  • A clear desire to complete your Diploma and grow into a full Paraplanner role.
  • Strong attention to detail and a proactive, learning-focused mindset.
  • Some experience in financial services admin or technical support.

What's on offer:
  • £25,000-£28,000 salary depending on experience.
  • Up to 15% bonus (10% production + 5% performance).
  • 25 days holiday + bank holidays + appraisal reward day.
  • Pension & life assurance (4x salary).
  • Hybrid working and a 35-hour week.
  • Structured development: study support, mentorship, and a clear career path.
If you're ready to move beyond admin and start building your technical career in financial planning, we'd love to hear from you.

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