At a Glance
- Tasks: Develop financial planning recommendations and produce personalised suitability reports.
- Company: Join Regency Wealth Management, a partner of St. James's Place, in a supportive team.
- Benefits: Enjoy 25 days holiday, pension contributions, study support, and flexible working.
- Other info: Hybrid working with a friendly team and excellent career progression opportunities.
- Why this job: Make a real impact in financial advice while working on complex cases.
- Qualifications: Proven paraplanning experience and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 40500 - 49500 £ per year.
Regency Wealth Management is a Partner Practice of St.
James's Place Wealth Management, providing face-to-face financial advice to private clients and families across Yorkshire and the UK.
As we continue to grow, we're looking for an experienced Senior Paraplanner to join our established paraplanning team at our Wakefield office, working on a hybrid basis.
Working closely with our financial advisers, you will play a key role in developing well-researched financial planning recommendations and producing clear, personalised suitability reports.
This opportunity would suit a confident paraplanner who enjoys complex cases, takes pride in technical accuracy and wants to contribute ideas to how financial advice is prepared and delivered.
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
- 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 [trust 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
- Proven experience as a paraplanner within UK financial advice
- Level 4 Diploma in Regulated Financial Planning (or equivalent) held, with progress towards Chartered status is desirable, but experience is more important. xiskglj
- Strong technical knowledge of pensions, investments, tax wrappers and estate planning
- Excellent report writing skills and close attention to detail
- Confident managing your own caseload and prioritising to meet deadlines
- Experience of St. James's Place propositions is desirable but not essential
- 8.30am start and a 1pm finish every Friday
- 25 days' holiday plus bank holidays
- Pension scheme with 5% employer contribution
- Study support towards Chartered status
- Free parking, easy access to M1 and catering facilities.
- A friendly, supportive team
Senior Paraplanner in Leeds employer: Regency wealth ltd
Regency Wealth Management is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee development and growth. With the opportunity to work in a hybrid model from our Wakefield office, employees benefit from a balanced work-life environment while being part of a dynamic team dedicated to providing top-notch financial advice across Yorkshire and beyond.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Leeds
✨Tap into Campus Networks
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We think you need these skills to ace Senior Paraplanner in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Regency wealth ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Regency wealth ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Regency wealth ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Regency wealth ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Regency wealth ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Regency wealth ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
