James and Partners is recruiting an experienced Paraplanner in Liverpool. You will work with Financial Advisers to deliver technical planning, assess client circumstances, and prepare precise, compliant reports.
The role emphasizes robust pensions knowledge, cross-border considerations and collaborative cross-team support. Ideal candidates hold a Level 4 Diploma and have 4+ years UK paraplanning experience.
Senior Paraplanner - Remote/Hybrid, Tech-Driven Wealth Planning in Liverpool employer: James and Partners
James and Partners offers substantial autonomy and commercial responsibility in leadership roles, providing opportunities for long-term progression. The company is known for its structured processes and strong team culture, ensuring a supportive working environment for employees. With competitive compensation packages and clear progression routes, it is an attractive option for both developing and experienced professionals.
