NIGEL JAMES ASSOCIATES LTD in Taunton is seeking a skilled Paraplanner to support Financial Planners across the full financial planning process. You will prepare suitability reports, conduct product research, and support client reviews with cashflow analysis.
We value strong technical knowledge, excellent organisation, and the ability to manage multiple cases to deadlines. Hybrid working up to 3 days from home and opportunities for career progression are offered.
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Hybrid Paraplanner: Shape Client Financial Planning in Taunton employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic and collaborative work culture that empowers Senior Financial Planners to thrive in their roles. With a focus on employee growth and development, the company provides access to a leading wealth management platform and a prestigious client base, ensuring that team members can deliver top-tier financial planning services. Located in London and Scotland, employees benefit from a competitive six-figure salary and discretionary bonuses, making it a rewarding place for those seeking meaningful and impactful careers in finance.
Contact Details:
Nigel James Associates Ltd Recruitment Team
