James & Partners in Liverpool seeks an experienced Paraplanner to join a growing wealth management team. The role offers hybrid/remote working after onboarding, with a total package around 60,000 including 50,000 base salary and a 10,000 bonus, reflecting strong technical exposure and career progression.
You will analyse client circumstances, prepare suitability reports, support pensions, drawdown and investments, and use cashflow tools to illustrate outcomes, partnering with advisers across
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We have an opening for a Senior Paraplanner: Tech-Driven Wealth Planning (Remote) in Liverpool, England, United Kingdom within Finance.
This role, Senior Paraplanner: Tech-Driven Wealth Planning (Remote) at James & Partners, could be your next career step.
Are you ready to take on the Senior Paraplanner: Tech-Driven Wealth Planning (Remote) role at James & Partners?
We would love to welcome a new Senior Paraplanner: Tech-Driven Wealth Planning (Remote) to our organisation in Liverpool, England, United Kingdom.