Paraplanner (SJP) in Wakefield
Posted by Ellis James Partners Ltd
Pay not stated
Wakefield · Permanent
Wakefield | Hybrid / Remote Considered | Up to £45,000
We're working with a growing wealth management practice in Wakefield that is looking to appoint an experienced Paraplanner to support their expanding adviser team.
This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients.
The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners.
The Role
- Preparing suitability reports for new business and review cases
- Supporting advice across investments, pensions, protection and wider wealth planning
- Carrying out technical research and analysis
- Working closely with advisers throughout the advice process
- Ensuring cases are accurate, compliant and delivered efficiently
What's On Offer
- Salary up to £45,000
- Hybrid working flexibility
- Remote working considered for experienced candidates
- Opportunity to join a growing practice with a strong future ahead
- Close support from advisers and the wider team
- Ongoing development opportunities
About You
You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail.
Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered.
A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial.
If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
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