Paraplanner (Investments)
21 hours ago
Paraplanner Location - London / Hybrid
Our Practice is highly successful and prides itself on offering a first-class service to all our 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 our Financial Advisors/Partners to present to clients
You should be an experienced Paraplanner with great report writing skills
You will have experience of Life, Pension and Investment products
Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
Hybrid working is an option with 2-3 days a week available for WFH
Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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