James and Partners in Liverpool is seeking an experienced Paraplanner. The role focuses on technical planning work behind client recommendations, supported by a high-performing UK paraplanning function.
You will analyse client data, prepare reports, and apply expertise across pensions, investments and cashflow modelling. The position offers hybrid/remote flexibility after onboarding and a clear path into financial advice services.
Senior Paraplanner - Tech-Driven UK Wealth Planning (Remote) in Liverpool employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
