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Paraplanner - Craft Client-Focused Financial Plans

Job in Wakefield, West Yorkshire, WF1, England, UK
Listing for: Pinpoint Resourcing
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 30000 - 50000 GBP Yearly GBP 30000.00 50000.00 YEAR

Job Description & How to Apply Below

Position: Paraplanner - Craft Client-Focused Financial Plans )

Pinpoint Resourcing is assisting a financial services business in recruiting a Paraplanner to join their team in Wakefield.

You will research pensions, investments and protection, and prepare compliant client-focused suitability reports in collaboration with advisers. The role requires Level 4 Diploma or active progression, strong regulatory knowledge, and excellent written communication. You will support colleagues and help enhance internal processes.

This posting is for the Paraplanner
- Craft Client-Focused Financial Plans (Wakefield) role at Pinpoint Resourcing, based in Wakefield, England, United Kingdom.

Consider building your career as a Paraplanner
- Craft Client-Focused Financial Plans (Wakefield) at Pinpoint Resourcing.

The Paraplanner
- Craft Client-Focused Financial Plans (Wakefield) position in the Finance field is open for applications.

We have an opening for a Paraplanner
- Craft Client-Focused Financial Plans (Wakefield) in Wakefield, England, United Kingdom within Finance.

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