Paraplanner - Reports, Research & Client Advisory

BBT Group Ltd in Wakefield is seeking a Paraplanner to join its growing Paraplanning Department. You will work with Financial Planners to produce client suitability reports and may engage with the Investment Committee or develop into Financial Planner roles.

The role includes reporting to the Paraplanning Supervisor, maintaining client files, and ensuring compliance with FCA principles and data protection rules. The team collaborates closely with advisers and clients.