St James's Place practice in Knutsford is seeking an experienced SJP Paraplanner to support technical cases and junior colleagues. You will work on pension, investments, tax and trust cases, and participate in client meetings and company events.
Responsibilities include preparing financial plans, researching investments, analysing client data, maintaining reports, liaising with clients and providers, ensuring regulatory compliance, and tracking case progress.
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Senior Paraplanner – Pensions, Tax & Investments (Hybrid) in Knutsford employer: WEALTHLINK RECRUITMENT LTD
As a Chartered Financial Adviser in Birmingham, you will thrive in a dynamic work culture that prioritises collaboration and client-centric service. With a competitive salary, robust benefits package, and opportunities for professional growth, our firm is dedicated to supporting your career while ensuring you deliver exceptional financial planning strategies tailored to each client's unique needs. Join us to be part of a team that values long-term relationships and empowers you to make a meaningful impact in clients' lives.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
