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 development 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 41850 - 51150 £ 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.
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.
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 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
✨Tip Number 1: Tap Into Professional Networks
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We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Regency wealth ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
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How to prepare for a job interview at Regency wealth ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Regency wealth ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Regency wealth ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
