Hybrid Paraplanner: Client-Facing Wealth Planning
Job in
Wetherby, West Yorkshire, LS22, England, UK
Listed on 2026-07-17
Listing for:
WEALTHLINK RECRUITMENT LTD
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Wealth Management, Financial Reporting
Job Description & How to Apply Below
WEALTHLINK RECRUITMENT LTD is recruiting an experienced Paraplanner for a Chartered Financial Planning firm near Wetherby, West Yorkshire. This full-time permanent role is a hands-on opportunity within Wealth Management, where you’ll work closely with Financial Advisers from the outset, attend client meetings and help shape client strategies.
You will prepare suitability reports, conduct technical research across pensions and investments, attend client meetings, and assist in developing holistic
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