Regency Wealth Management in Wakefield is seeking an experienced Senior Paraplanner to join our established paraplanning team on a hybrid basis. You will develop well-researched financial planning recommendations and produce clear, personalised suitability reports for private clients and families across the UK.
You will work closely with financial advisers, handle complex cases such as trusts and succession planning, manage your own caseload to deadlines, and contribute ideas to improve how
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Senior Paraplanner — Complex Case Specialist (Hybrid) in Wakefield 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.
