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2 jobs in Sambourne

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Paraplanner

  • 19 February 2026
  • Pinnacle Financial Planning - B96 6EW
  • £35,000 to £40,000 per year
  • On-site only
  • Permanent
  • Full time

• Reporting to the Paraplanning Team Supervisor. • You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports. • You will be required to prepare suitability reports for ...

Business Support Administrator

  • 19 February 2026
  • Pinnacle Financial Planning - B96 6EW
  • £27,000 to £30,000 per year
  • On-site only
  • Permanent
  • Full time

• Use of Pinnacle’s back-office system, Intelligent Office (IO), Word, Excel, Outlook. • Ideally have experience of working with Platforms, especially Quilter, Standard Life Wrap (Abrdn) and Standard Life Elevate. • To process new and existing business and ...

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