Hybrid Paraplanner – Retirement & Investments Specialist
Listed on 2026-11-02
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
St. James’s Place plc in Alderley Edge is seeking an experienced Paraplanner to join our growing practice.
You will provide technical support, conduct detailed research on retirement planning, inheritance tax, investments, and protection products, and produce compliant client reports for our Advisers/Partner. You will work closely with the Senior Partner and future advisers, handle the full client journey from research to reporting, and may attend client meetings.
We are seeking a motivated Hybrid Paraplanner – Retirement & Investments Specialist to join Burgh Recruitment Ltd in Alderley Edge, England, United Kingdom.
Step into the Hybrid Paraplanner – Retirement & Investments Specialist role at Burgh Recruitment Ltd in Alderley Edge, England, United Kingdom and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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