At a Glance
- Tasks: Prepare suitability reports and research investments while collaborating with advisers.
- Company: Ellis James Partners Ltd, a growing wealth planning firm in Stockport.
- Benefits: Flexible hybrid work, competitive salary, and opportunities for professional growth.
- Other info: Enjoy a dynamic work environment with the option for remote work.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Paraplanner and strong research skills required.
The predicted salary is between 38250 - 46750 £ per year.
Ellis James Partners Ltd in Stockport is seeking an experienced Paraplanner to support our expanding adviser team.
The role offers a flexible hybrid approach with remote work considered for highly experienced candidates and occasional visits to the Stockport office.
You will prepare suitability reports, research investments and pensions, and work closely with advisers to deliver compliant, high-quality financial planning solutions for clients.
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Paraplanner — Hybrid/Remote Wealth Planning in Stockport employer: Ellis James Partners Ltd
Joining our Bristol office as a Client Relationship Manager offers you the chance to be part of a dynamic and growing financial planning practice that prioritises client experience and professional development. With generous benefits such as enhanced holiday, a bonus scheme, and opportunities for career growth, you'll thrive in a supportive, team-driven culture that values your contributions and encourages you to take ownership of your role. This is not just a job; it's a meaningful opportunity to make a real impact within a respected SJP Practice.
