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Full timeFinance

Paraplanner (SJP)

Ellis James Partners LtdDurkar, Yorkshire🇬🇧United Kingdom

Why this role stands out

Accelerate your career with this rewarding Paraplanner role at a growing practice that offers a competitive £45,000 salary and the flexibility of hybrid or remote working arrangements. You will thrive in this position if you are a detail-oriented professional eager to apply your technical expertise while benefiting from ongoing development and a supportive team environment. Apply today to make a meaningful impact and grow alongside this forward-thinking wealth management firm.

Quick overview

Salary£45k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationDurkar, Yorkshire, United Kingdom

Job description

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.

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