Paraplanner: Research & Reports Clients; Hybrid/Remote
Remote / Online - Candidates ideally in
Farnham, Surrey County, IP17, England, UK
Listed on 2026-07-21
Farnham, Surrey County, IP17, England, UK
Listing for:
St. James's Place Wealth Management
Full Time, Remote/Work from Home
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
St. James’s Place Wealth Management is seeking an experienced Paraplanner to work closely with Financial Planners and the Administration Team in delivering high-quality financial planning advice to clients.
You will provide technical expertise and support to both the Senior Partner and a growing Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process.
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