Paraplanner

Paraplanner Castleford Are you Fully Level 4 Diploma Qualified or currently studying the qualification? Do you have any experience as a Paraplanner or working within in a Financial Services Support role whilst now looking for a fresh challenge? Do you want to work for an established, highly rewarding and highly reputable company? £40k - £45k region Salary Bonuses Generous Pension Scheme Free Parking Local to Office Career Development Highly Friendly Family Run Business Meals out Paid for Fun Events The Company Our client is a fully independent financial advisory firm based in Castleford, managing over £150m in client assets. Established in 2004 as a family business, the firm provides advice across all areas of personal finance, including protection, savings and investments, tax planning, and pensions. The team combines decades of experience, supported by a dedicated administration and paraplanning function. They operate from the centre of Castleford with convenient, company-paid-for parking nearby. The firm is completely independent, directly authorised by the FCA, has a strong media presence and industry profile, reflecting its emphasis on expertise, integrity, and client-focused service. The Role The Paraplanner will be 100% on-site in their Castleford office, supporting the financial advisors by preparing suitability reports, recommendations, and supporting documentation for a wide range of personal finance solutions. Day-to-day responsibilities include ..... full job details .....