At a Glance
- Tasks: Support Advisers with technical queries and prepare detailed financial reports.
- Company: Join a leading FTSE 100 Wealth Management company in Chorley.
- Benefits: Hybrid working options, ample parking, and a supportive team environment.
- Other info: Opportunity for career growth in a well-established practice.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience as a Paraplanner with strong report writing skills required.
The predicted salary is between 45000 - 55000 £ per year.
Location - Chorley, Lancashire/Hybrid
Hours - Full time, Hybrid
We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team. Our Practice is long established and highly successful, priding itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
As a Senior Paraplanner, you will support the Advisers with technical queries, and the preparation of documentation including detailed and informative reports, and financial planning solutions including cashflow modelling, and Trust planning.
Paraplanner Requirements
- You should be an experienced Paraplanner with great report writing skills.
- You will have experience of Life, Pension and Investment products.
- Hybrid working is an option with 2 days a week available for WFH.
- Our office is conveniently located, with ample on-site parking.
Jamess Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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Pension Paraplanner in Preston employer: Burgh Recruitment Limited
As a Senior Paraplanner at our esteemed SJP Partner Practice in Chorley, Lancashire, you will be part of a long-established team that values excellence and client satisfaction. We offer a supportive work culture with hybrid working options, ample on-site parking, and opportunities for professional growth within a leading FTSE 100 Wealth Management company, making it an ideal environment for those seeking meaningful and rewarding employment.
