Trainee Paraplanner

Clarity Wealth Limited are an energetic, professional and happy team.  We are a growing business offering ongoing career opportunities and personal development.

We are a dynamic company and are passionate about helping our clients.  We take pride in having a close and friendly approach both with our clients and colleagues.  You will learn a lot very quickly as you will be part of a busy and welcoming team who will help you develop at every stage.  Due to the close support structure, the role is based in newly refurbished offices in Horsforth.  This ensures close support and collaborative learning.

You will be helping support a small team of advisers and administrators in the role of a paraplanner and be involved in the whole advice process.

Discretionary annual bonuses are available and have been paid every year to all staff to date. Death in service of 4 times salary and pension provision are available.  We will pay for your exams to become level 4 qualified and to be chartered should you wish to.  We care about our staff and clients and want to ensure that they are looked after.

The suitable candidate would have the following skills / attributes:

  • A client centred approach who is friendly and professional
  • Working towards achieving the Level 4 Diploma
  • IFA administration experience
  • Good general knowledge of investment and pensions products

The successful candidate will be responsible for:

  • Supporting the advice process
  • Completing Suitability Reports
  • Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
  • Utilising Intelliflo, cash flow analysis and developing knowledge to aid in the processing of business
  • Maintain the workflow in the department, providing a timely and accurate service to our clients
  • Liaising with providers and clients to provide updates and keep track off workflow
  • The ability to use their initiative and to grow into working on an unsupervised basis



Job Type: Permanent, full-time

Salary: £29,000.00-£33,000.00 per year


Schedule: Monday to Friday

Supplemental pay types:  Yearly bonus

Ability to commute/relocate:

  • Leeds: reliably commute or plan to relocate before starting work (required)

Please apply with your CV detailing your experience.

A covering letter to support your application would also be received favourably. Please send your letter to