Paraplanner (Pensions Management)

2 days ago


England, United Kingdom Burgh Recruitment Full time

Paraplanner Location - South West / Office based / hybrid working
Salary - Highly Competitive + Bonus

This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.

You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for Financial Advisors/Partners to present to clients.

You should be an experienced Paraplanner with great report writing skills
Level 4 Diploma is desirable but not required if you have good paraplanning experience
You will have experience of Life, Pension and Investment products
Hybrid working is an option with 2-3 days a week available for WFH

James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.


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