- 01572 759759
- enquiries.smitheliot@sjpp.co.uk
- Mon - Fri: 9am - 5pm
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Junior Paraplanner
Oliver joined the Smith Eliot team last year managing some of our IT projects, and also working within our mortgage team, liaising with clients and processing mortgage applications. He has now secured a full-time position on the Pension and Investment Team. He will work alongside Caroline and Rachel, anaylising client’s pension and investments and writing reports for the advisers, whilst keeping clients updated throughout the whole process. Oliver is also joining the St. James’s Place Paraplanning Academy, studying for his Diploma in Personal Financial Planning
35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU