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.
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Senior Paraplanner (Hybrid/Remote) - Wealth Planning in Wakefield employer: Ellis James Partners Ltd
Ellis James Partners Ltd is an excellent employer, offering a supportive and ambitious work culture in Staffordshire. With competitive salaries, flexible hybrid working options, and opportunities for personal growth through client relationship management, employees can thrive while building a rewarding career in financial advising.
