Servicing Adviser / Paraplanner
Salary: Up to 45,000 (DOE) + Bonus + 9% Employer Pension Contribution
Location: Castleford, West Yorkshire (100% Office-Based)
Hours: Monday - Friday, 9:00am - 5:00pm (35 hours per week)
Full-time, Permanent Position
Do you love advising clients but dislike sales pressure and targets? If so, this could be the perfect role for you. Our client is a highly respected, client-focused wealth management firm based in Castleford. With 135m under management and a client base of over 600, our client is seeking a conscientious and experienced Servicing Adviser or Paraplanner to join our client's close-knit, supportive team.
The Key Responsibilities of the Servicing Adviser / Paraplanner:
Conduct comprehensive fact-finds, risk assessments, and capacity-for-loss evaluations.
Develop tailored financial plans covering investments, pensions, tax, and estate planning.
Maintain long-term client relationships, providing regular updates and plan reviews.
Stay informed on market trends, economic shifts, and financial products.
Educate clients on financial options and collaborate with external professionals (e.g., accountants, solicitors).
Ensure full compliance with regulatory requirements and maintain accurate client records.
The Key Requirements of the Servicing Adviser / Paraplanner:
Level 4 Diploma in Financial Planning (required for Adviser role; part-qualified considered for Paraplanner).
Minimum 2 years' experience in financial services, ideally in a paraplanning or advisory role.
Strong knowledge of pensions, investments, and UK financial services.
Excellent communication and analytical skills.
High attention to detail and a commitment to delivering exceptional client service.
Proficiency with financial software and platforms.
The Successful Candidate will Receive Excellent Benefits:
Competitive salary based on experience and qualifications.
Annual bonus (historically 15-20%).
9% employer pension contribution (no employee contribution required).
30 days holiday per year (including statutory).
A secure, salaried, non-sales role in a highly reputable firm.
A collaborative, no-politics, no-hard-sell working environment.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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