Paraplanner - St. James’s Place Partner Practice
Bolton | Hybrid Working Available
Salary Negotiable Depending on Experience & Qualifications
An established and highly respected Partner Practice of St. James's Place is seeking an experienced Paraplanner to join their growing team in Bolton.
This is an excellent opportunity to become part of a supportive and professional business with an outstanding culture, experienced leadership team, and clear opportunities for long term progression and development.
The Role
Working closely with Advisers and the wider support team, you will play a key role in delivering high quality financial planning support and technical expertise across a broad range of client cases.
The successful candidate will already have experience working within the St. James’s Place environment and therefore possess a strong understanding of SJP systems, products, and internal processes.
Requirements
- Previous Paraplanning experience is essential
- Previous experience working within St. James's Place is essential
- Strong understanding of SJP systems, products, and processes
- Diploma qualified preferred as a minimum, although candidates actively studying towards qualifications will also be considered
- Strong technical knowledge and report writing skills
- Organised, professional, and client focused approach
What’s on Offer
- Competitive salary negotiable depending on experience and qualifications
- Hybrid working available
- Excellent company culture
- Supportive and experienced management team
- Genuine opportunities for progression and development
- Opportunity to join a growing and highly regarded Partner Practice
If you are an experienced SJP Paraplanner looking for a positive working environment and a business that genuinely values its people, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
