St. James's Place plc (SJP) is seeking an experienced Paraplanner to join our Alderley Edge practice.
The role involves delivering comprehensive financial planning reports, conducting in-depth research on retirement, inheritance tax, investments, and protection solutions, and working closely with Senior Partners and clients. You will produce compliant reports and support the client journey, with opportunities to attend client meetings.
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Senior Paraplanner - Hybrid Role, Private Medical & Bonus in Wilmslow employer: Burgh Recruitment Limited
Join a family-run practice in Wimborne Minster, where we prioritise a supportive work culture and employee development. With flexible working hours and a commitment to work-life balance, we offer a rewarding environment for our Senior Financial Planning Administrators to thrive and grow their careers.
