The Role

The successful candidate will provide comprehensive paraplanning and administrative support to enable advisers to be effective and efficient at delivering the service expectations to wealth management clients. The role will involve working as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format.

As part of the role you will be working from either our Wakefield or Darlington office.


Key Responsibilities

The Ideal Person



  • Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
  • Analysing the data, researching, and building recommendations.
  • Dealing with clients both on the telephone and face to face.
  • Dealing with complex cases, creating reports to accurately articulate the advice provided.
  • Researching, creating compelling, accurate and professional reports for clients.


  • Good team player, adaptable, organised, and excellent eye for detail.
  • Previous administration experience and ideally experience of report writing, paraplanning experience of working in a professional office.
  • Previous IFA or financial services experience (specifically wealth management or insurance).


  • Good command of English, both written and spoken and Maths.
  • Good knowledge of Microsoft packages specifically Word and Excel.
  • Ideally QCFL 4 or good progression towards.

Apply direct to our recruitment team

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