Senior Administrator / Paraplanner
E
Ellis James Partners Ltd
📍 Candlewick, City and County of the City of London, United Kingdom
Job Description
Senior Administrator / Paraplanner
London | Hybrid
£40,000 + Generous Bonus Structure | St. James's Place Senior Partner Practice
The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience.
We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team.
This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing.
Responsibilities will include:
Preparing suitability reports and recommendation documentation.
Conducting technical research t...
London | Hybrid
£40,000 + Generous Bonus Structure | St. James's Place Senior Partner Practice
The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience.
We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team.
This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing.
Responsibilities will include:
Preparing suitability reports and recommendation documentation.
Conducting technical research t...