Senior Paraplanner: Complex FinPlan & Career Growth

AMG Wealth, Senior Partner Practice of St. James’s Place; East Midlands; On-site; GBP 42,000 - 59,000; Full time

Benefits offered by this job

Competitive salary

Career progression

Support for Chartered status

Exposure to complex cases

Direct access to senior advisers

Modern systems & AI tools

Shape processes and growth

Job summary

AMG Wealth, Senior Partner Practice of St. James’s Place, seeks a Senior Paraplanner with a professional diploma in financial planning. The role focuses on complex drawdown and IHT cases, offering a pathway to Chartered status and ongoing professional development.

You will join a supportive, collaborative team that values expertise and long-term client relationships, with modern systems and a culture of innovation to enhance efficiency and outcomes.

Qualifications

• Diploma in financial planning required.

Education

Senior Paraplanner Diploma

Job description

AMG Wealth, Senior Partner Practice of St. James’s Place, seeks a Senior Paraplanner with a professional diploma in financial planning. The role focuses on complex drawdown and IHT cases, offering a pathway to Chartered status and ongoing professional development.

You will join a supportive, collaborative team that values expertise and long-term client relationships, with modern systems and a culture of innovation to enhance efficiency and outcomes.