Paraplanner (SJP)

About the company

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.

Your tasks

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.

• 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

Requirements

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.

What we offer

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

How to apply

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.

Other

The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners.