Hybrid Paraplanner – Wealth Planning & Reports

St. James's Place Wealth Management; Alderley Edge; Hybrid; GBP 40.000 - 45.000; Vollzeit

Benefits dieser Stelle

Private medical insurance

Death in service 4 x salary

Pension matching

Discretionary bonus scheme

Zusammenfassung

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 £40k–£45k range with private medical insurance, death in service 4x salary, pension matching and a discretionary

Qualifikationen

• Experienced Paraplanner with great report writing skills.
• Level 4 Diploma desirable but not required if you have paraplanning experience.
• Experience with Life, Pension and Investment products.

Aufgaben

• Provide technical expertise and analyse financial planning solutions.
• Produce compliant financial planning reports for Advisors/Partners.
• Support the client journey with research and documentation.
• Liaise with Admin to ensure accurate processing and updates.
• Attend or host client meetings when needed.

Kenntnisse

Report writing

Paraplanning

Financial research

Client liaison

Teamwork

Ausbildung

Level 4 Diploma desirable

Jobbeschreibung

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 £40k–£45k range with private medical insurance, death in service 4x salary, pension matching and a discretionary