Senior Paraplanner (Hybrid/Remote) - Wealth Planning

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

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.