Senior Paraplanner — Complex Case Specialist (Hybrid)

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 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