Paraplanner (Hybrid) β€” Wealth Planning Reports & Research in Alderley Edge

Paraplanner (Hybrid) β€” Wealth Planning Reports & Research in Alderley Edge

Alderley Edge Full-Time On-site
Burgh Recruitment Ltd

St. James's Place plc (SJP) is seeking an experienced Paraplanner in Alderley Edge to support retirement planning, inheritance tax advice, investments and family protection. You will produce detailed reports and work closely with the Senior Partner and clients to deliver high-quality service.

The role offers hybrid working (2–3 days WFH) and a salary of Β£40k–£45k with private medical insurance, death in service 4x salary, and generous pension matching, plus a discretionary bonus scheme.

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Paraplanner (Hybrid) β€” Wealth Planning Reports & Research 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.

Burgh Recruitment Ltd

Contact Details:

Burgh Recruitment Ltd Recruitment Team