St. James’s Place plc in Alderley Edge is seeking an experienced Paraplanner to join our growing practice.
You will provide technical support, conduct detailed research on retirement planning, inheritance tax, investments, and protection products, and produce compliant client reports for our Advisers/Partner. You will work closely with the Senior Partner and future advisers, handle the full client journey from research to reporting, and may attend client meetings.
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Hybrid Paraplanner – Retirement & Investments Specialist in Alderley Edge employer: Burgh Recruitment Ltd
Join a dynamic team in Summertown, North Oxford, where your role as a Financial Services Administrator will be pivotal in delivering exceptional client service within a highly respected practice. Enjoy a supportive work culture that values professional growth, offers competitive salaries with bonuses, and fosters a collaborative environment among Advisers and Paraplanners, ensuring you thrive in your career while making a meaningful impact.
