James & Partners in Liverpool seeks an experienced Paraplanner to join a growing wealth management team. The role offers hybrid/remote working after onboarding, with a total package around 60,000 including 50,000 base salary and a 10,000 bonus, reflecting strong technical exposure and career progression.
You will analyse client circumstances, prepare suitability reports, support pensions, drawdown and investments, and use cashflow tools to illustrate outcomes, partnering with advisers across
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Senior Paraplanner: Tech-Driven 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.
