Servicing Adviser / ParaplannerSalary: Up to £45,000 (DOE) + Bonus + 9% Employer Pension ContributionLocation: Castleford, West Yorkshire (100% Office-Based)Hours: Monday - Friday, 9:00am - 5:00pm (35 hours per week)Full-time, Permanent PositionDo 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 ...