Paraplanner, West Yorkshire

Job Description


Based in Huddersfield, this family owned and Chartered IFA practice has been providing bespoke advice to private and corporate clients across Yorkshire for over 30 years.


Due to client growth, this practice would like to welcome an experienced Paraplanner to the team to support several Chartered IFA’s with bespoke reporting writing across Investment, Pension, Protection and IHT advice.

As a family-owned practice, this IFA encourages professional development and is in a position to offer structured training and tailored progression to suit your career ambitions, with a view to a long and successful career with the practice.

What’s on offer:

  • Highly supportive, family feel team environment
  • Structured career progression into Senior Paraplanner or Trainee IFA
  • Full exam support towards industry qualifications

Requested experience:

  • Previous paraplanning experience within an IFA or Wealth Management environment
  • Progression towards level 4 diploma (advantageous but not essential)