Senior Paraplanner

Regency wealth ltd; Wakefield; Hybrid; GBP 35,000 - 52,000; Full time

Job summary

Regency Wealth Management in Wakefield is seeking an experienced Senior Paraplanner to join our established paraplanning team on a hybrid basis. You will develop well-researched financial planning recommendations and produce clear, personalised suitability reports for private clients and families across the UK.

You will work closely with financial advisers, handle complex cases such as trusts and succession planning, manage your own caseload to deadlines, and contribute ideas to improve how

Qualifications

• Proven experience as a paraplanner within UK financial advice.
• Level 4 Diploma in Regulated Financial Planning (progress toward Chartered desirable).
• Strong technical knowledge of pensions, investments, tax wrappers and estate planning.
• Excellent report writing and close attention to detail.
• Confident managing your own caseload and prioritising to meet deadlines.

Responsibilities

• Taking cases from fact-find through to finished suitability report with minimal supervision.
• Researching and preparing recommendations across pensions, investments, retirement income, protection, and inheritance tax and estate planning.
• Handling more complex cases, such as trusts planning, business protection and multi-wrapper retirement strategies.
• Writing clear, compliant, client-friendly suitability reports.
• Preparing cashflow forecasts and supporting annual review meetings.
• Acting as a technical point of contact for advisers, and supporting and checking the work of junior colleagues.
• Liaising with St. James's Place and other providers to gather plan information.
• Keeping up to date with technical and regulatory developments, including Consumer Duty.

Skills

Paraplanner experience

Report writing

Caseload management

Attention to detail

Regulatory knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Regency Wealth Management is a Partner Practice of St. James's Place Wealth Management, providing face-to-face financial advice to private clients and families across Yorkshire and the UK. As we continue to grow, we're looking for an experienced Senior Paraplanner to join our established paraplanning team at our Wakefield office, working on a hybrid basis. Working closely with our financial advisers, you will play a key role in developing well-researched financial planning recommendations and producing clear, personalised suitability reports. This opportunity would suit a confident paraplanner who enjoys complex cases, takes pride in technical accuracy and wants to contribute ideas to how financial advice is prepared and delivered.

Key Responsibilities

• Taking cases from fact-find through to finished suitability report with minimal supervision
• Researching and preparing recommendations across pensions, investments, retirement income, protection, and inheritance tax and estate planning
• Handling more complex cases, such as [trust planning, business protection and multi-wrapper retirement strategies]
• Writing clear, compliant, client-friendly suitability reports
• Preparing cashflow forecasts and supporting annual review meetings
• Acting as a technical point of contact for advisers, and supporting and checking the work of junior colleagues
• Liaising with St. James's Place and other providers to gather plan information
• Keeping up to date with technical and regulatory developments, including Consumer Duty

Requirements

• Proven experience as a paraplanner within UK financial advice
• Level 4 Diploma in Regulated Financial Planning (or equivalent) held, with progress towards Chartered status is desirable, but experience is more important.
• Strong technical knowledge of pensions, investments, tax wrappers and estate planning
• Excellent report writing skills and close attention to detail
• Confident managing your own caseload and prioritising to meet deadlines
• Experience of St. James's Place propositions is desirable but not essential

Benefits

• 8.30am start and a 1pm finish every Friday
• 25 days' holiday plus bank holidays
• Pension scheme with 5% employer contribution
• Study support towards Chartered status
• Free parking, easy access to M1 and catering facilities.A friendly, supportive team