Pinpoint Resourcing seeks a Paraplanner to join our financial planning team in Wakefield. You will research pensions and investments, prepare client-focused suitability reports, and support advisers in delivering tailored plans.
The role requires Level 4 Diploma (CII or LIBF) or progress towards it, strong regulatory knowledge, and excellent written communication. You will work with colleagues and providers, staying up to date with industry developments.
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The Paraplanner | Tailored Financial Plans & Reports position in the Finance field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Sharlston, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 30.000 - 50.000.