James and Partners in Liverpool is seeking an experienced Paraplanner. The role focuses on technical planning work behind client recommendations, supported by a high-performing UK paraplanning function.
You will analyse client data, prepare reports, and apply expertise across pensions, investments and cashflow modelling. The position offers hybrid/remote flexibility after onboarding and a clear path into financial advice services.
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We have an opening for a Senior Paraplanner - Tech-Driven UK Wealth Planning (Remote) in Liverpool, England, United Kingdom within Finance, Sales.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Liverpool, England, United Kingdom.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 50.000 - 60.000.