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Castleford Paraplanner — On‑Site, Independent Financial Planning

Job in Castleford, West Yorkshire, WF10, England, UK
Listing for: West Riding Personal Financial Solutions Ltd
Contract position
Listed on 2026-08-12
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Financial Compliance
Salary/Wage Range or Industry Benchmark: 36000 - 44000 GBP Yearly GBP 36000.00 44000.00 YEAR
Job Description & How to Apply Below

West Riding Personal Financial Solutions Ltd in Castleford seeks a Paraplanner to work on-site supporting financial advisors by preparing suitability reports and recommendations for personal finance solutions. You will gather client information, perform research, ensure regulatory and internal standards compliance, and maintain case documentation.

You will model scenarios, review existing client arrangements, and help develop clear, client-friendly documentation while liaising with providers and

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