James & Partners is seeking an experienced Level 4 Paraplanner to support UK client recommendations with technical planning, analysis of fact finds, and suitability reports. The role offers hybrid/remote flexibility after onboarding and a strong focus on pensions, investments and cross-border planning.
You will work with advisers and other teams, use cashflow modelling, and contribute to templates and processes as the paraplanning function scales.
#J-18808-Ljbffr
This posting is for the Senior Paraplanner – Remote/Hybrid with Tech-Driven Growth role at James & Partners, based in Lichfield, England, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Paraplanner – Remote/Hybrid with Tech-Driven Growth role in the description above.
We appreciate your interest in this position.