Senior Paraplanner – Hybrid Leeds for Growth & Client Impact

Ikrut; Wetherby; Híbrido; GBP 45.000 - 55.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Attention to detail

Proactive attitude

Client communication

Highly organised

Discretion

IT skills

Educación

Level 4 DipPFS

Chartered

Descripción del empleo

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.