Paraplanner; SJP

Position: Paraplanner (SJP)
Location: Durkar

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 with in 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