Senior Paraplanner

Ikrut; Wetherby; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

St. James's Place plc is seeking an experienced Senior Paraplanner in Leeds (Hybrid) to support high-quality financial planning services. You will work closely with the Partner, manage the client advice journey, and ensure timely, compliant work.

The role requires strong paraplanning experience, expertise in Tax/Trusts/Invesments/Pensions, and an ability to build long-term client relationships in a Wealth Management environment.

Qualifications

• A proactive can-do attitude with strong attention to detail.
• Experience in an IFA or Wealth Management environment, ideally an SJP Partner Practice.
• Level 4 DipPFS or Chartered status is preferred.
• Strong technical knowledge of Tax, Trusts, Investments and Pensions.
• Highly organised with excellent IT skills.
• Confident dealing with clients and third parties.
• Professional, discreet and able to handle sensitive information.

Responsibilities

• Manage all aspects of the client advice journey, ensuring timely, compliant work.
• Support a portfolio of clients with complex financial planning needs.
• Ensure all advice meets regulatory requirements and professional standards.
• Work with the Partner to ensure seamless delivery of advice and client experience.
• Contribute to development and improvement of operational systems and processes.

Skills

Attention to detail

Proactive attitude

Client communication

Highly organised

Discretion

IT skills

Education

Level 4 DipPFS

Chartered

Job description

Senior Paraplanner

Location: Leeds - Hybrid

Salary: Up to £50,000 (DoE)

Working as part of the team at an Appointed Representative of St. James's Place Plc

An excellent opportunity has arisen for an experienced Senior Paraplanner to join a highly successful St. James's Place Practice.
Working closely with the Partner, you will play a key role in supporting the ongoing growth and success of the business providing high-quality paraplanning support.

This is an exciting opportunity for a motivated and detail-oriented professional who thrives in a collaborative environment and is looking to make a significant contribution to a growing and successful Practice

The Role: Senior Paraplanner

Working closely with the Partner, you will play a pivotal role in supporting the delivery of high-quality financial planning services. Your responsibilities will include:

• Managing all aspects of the client advice journey, ensuring work is completed efficiently, accurately, compliantly, and within agreed timescales.
• Supporting a portfolio of clients with complex financial planning needs, providing exceptional service and building strong, long-term relationships.
• Ensuring all advice meets regulatory requirements and the highest professional standards.
• Working proactively with the Partner to ensure seamless delivery of advice and an outstanding client experience.
• Contributing to the ongoing development and improvement of operational systems and processes within the Practice

The Person: Senior Paraplanner

This role would suit a confident, driven and technically strong professional with excellent paraplanning experience.

• A proactive "can-do" attitude and strong attention to detail.
• Experience within an IFA or Wealth Management environment, ideally an SJP Partner Practice.
• Level 4 DipPFS qualified or Chartered
• Strong technical knowledge of Tax, Trusts, Investments and Pensions
• Highly organised with excellent IT skills.
• Confident dealing with clients and third parties.
• Professional, discreet and able to handle sensitive information with confidence

St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £240.8bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.