Paraplanner - Flexible Hours | Pension + Private Medical

St. James's Place Wealth Management; Alderley Edge; Hybrid; GBP 31,000 - 38,000; Full time

Job summary

A leading Wealth Management firm in Alderley Edge seeks an experienced Paraplanner, offering both part-time and full-time roles. The ideal candidate will provide technical support for financial advice while conducting research and creating compliant reports. This position emphasizes work-life balance and team fit, with opportunities for flexibility, including home-working options. Join a supportive team dedicated to improving clients' financial lives in a family-feel office environment.

Benefits

Bonus

10% matched pension contribution

Private Medical Insurance

Flexible working hours

Qualifications

• Experienced Paraplanner with report writing and analytical skills.
• Qualified with a Level 4 Diploma and experience in similar roles.
• Broad understanding of retirement planning and investment products.

Responsibilities

• Provide technical expertise to support financial advice.
• Conduct detailed research and analysis of financial solutions.
• Produce compliant financial planning reports for presentation.

Skills

Report writing

Analytical skills

Client needs understanding

Education

Level 4 Diploma

Job description

A leading Wealth Management firm in Alderley Edge seeks an experienced Paraplanner, offering both part-time and full-time roles. The ideal candidate will provide technical support for financial advice while conducting research and creating compliant reports. This position emphasizes work-life balance and team fit, with opportunities for flexibility, including home-working options. Join a supportive team dedicated to improving clients' financial lives in a family-feel office environment.