Paraplanner (SJP)

Ellis James Partners Ltd; Wakefield; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Remote working considered for seasoned

Development opportunities

Job summary

Ellis James Partners Ltd in Wakefield is recruiting an experienced Paraplanner to support the adviser team in delivering high-quality financial planning solutions. The role offers a flexible hybrid approach with remote consideration for seasoned professionals.

You'll prepare suitability reports, support investments, pensions and protection, and perform technical research, working closely with advisers to ensure accuracy, compliance and efficient case handling.

Qualifications

• Experience as a Paraplanner in a regulated financial planning environment.
• Strong technical knowledge and meticulous attention to detail.
• Experience with St. James's Place practice is advantageous.

Responsibilities

• Prepare suitability reports for new business and reviews.
• Support advice across investments, pensions, protection and wider wealth planning.
• Carry out technical research and analysis.
• Work closely with advisers throughout the advice process.
• Ensure cases are accurate, compliant and delivered efficiently.

Skills

Paraplanner experience

Attention to detail

Financial planning knowledge

Education

Level 4 Diploma in Regulated Financial Planning

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.