At MacIntosh James & Partners, we are dedicated to providing unrivalled wealth management services to meet the personal needs of our clients.
Our culture is built on professionalism, collaboration, and a shared commitment to delivering the highest standards of client service. We value attention to detail, continuous learning, and technical excellence, while adopting a supportive and approachable working environment. Our team works closely together to ensure every client receives clear, thoughtful, and tailored advice, and we are committed to developing our people as our business continues to grow.
Wealth Management Administrator
Our Wealth Management Administrators play a vital role in supporting our Financial Advisers and ensuring a seamless client journey. They manage client onboarding, prepare and process documentation and transactions, and maintain accurate, compliant records in line with regulatory standards. Through strong organisation and attention to detail, they help deliver a professional, efficient, and high-quality service to our clients.
Senior Technical Paraplanner
Our Senior Paraplanners are central to the delivery of high-quality financial advice. They provide detailed research, technical analysis, and produce clear, compliant client reports, while supporting advisers with cash flow modelling and complex planning queries. Their expertise ensures that all advice is robust, up to date, and tailored to achieve the best possible outcomes for our clients.
If you are interested in either of these opportunities, please contact Tanya McCartney (tanyamccartney@mjpwm.com) for further details or send your CV to be considered.