Hybrid Paraplanner – Wealth Planning & Reports in Alderley Edge

Hybrid Paraplanner – Wealth Planning & Reports in Alderley Edge

Alderley Edge Full-Time On-site
St. James's Place Wealth Management

St. James's Place Wealth Management in Alderley Edge is seeking an experienced Paraplanner to support a growing multi-adviser practice.

You will research financial solutions and prepare compliant reports for our Financial Advisors/Partners, covering retirement planning, inheritance tax, investments and family protection. This role offers hybrid work (2-3 days WFH) and a salary in the Β£40k–£45k range with private medical insurance, death in service 4x salary, pension matching and a discretionary

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Hybrid Paraplanner – Wealth Planning & Reports in Alderley Edge employer: St. James's Place Wealth Management

Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.

St. James's Place Wealth Management

Contact Details:

St. James's Place Wealth Management Recruitment Team