Paraplanner (SJP)

Paraplanner

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