Paraplanner

2 days ago

England, United Kingdom Burgh Recruitment Full time

Paraplanner

Location - South West / Office based / hybrid working

Salary - Highly Competitive + Bonus


An SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.

This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.


You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for Financial Advisors/Partners to present to clients.


As Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time.

You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.


Paraplanner Requirements

  • You should be an experienced Paraplanner with great report writing skills
  • Level 4 Diploma is desirable but not required if you have good paraplanning experience
  • You will have experience of Life, Pension and Investment products
  • Hybrid working is an option with 2-3 days a week available for WFH


St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.


SJP has funds under management in excess of £184.4bn. This business is well established and highly successful.


Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

  • Paraplanner

    4 weeks ago

    England,, UK, United Kingdom Burgh Recruitment Full time

    Paraplanner Location - South West / Office based / hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...

  • Paraplanner

    3 days ago

    England, United Kingdom Burgh Recruitment Full time

    Paraplanner Location - South West / Office based / hybrid working Salary - Highly Competitive + Bonus An SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team. This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and...

  • Paraplanner

    2 weeks ago

    England, United Kingdom Burgh Recruitment Full time

    Paraplanner Location - South West / Office based / hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...

  • Paraplanner

    4 weeks ago

    England, United Kingdom Burgh Recruitment Full time

    Paraplanner Location - South West / Office based / hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...

  • Paraplanner

    2 months ago

    England,, UK, United Kingdom Cathedral Appointments | South West Recruitment Part time

    Salary £35k to £40k DOE | Remote | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    2 months ago

    England, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Remote | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    4 weeks ago

    Eastern England, United Kingdom Burgh Recruitment Full time

    Paraplanner Location - South West / Office based / hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...

  • Paraplanner

    2 months ago

    Eastern England, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Remote | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    4 weeks ago

    South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner Location - South West / Office based/ hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...

  • Paraplanner (Pensions Management)

    3 days ago

    England, United Kingdom Burgh Recruitment Full time

    Paraplanner Location - South West / Office based / hybrid working Salary - Highly Competitive + Bonus This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be...

  • Senior Paraplanner

    1 month ago

    South East England, United Kingdom CV Elite Ltd Full time €75,000

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If...

  • Pension Paraplanner

    1 month ago

    South East England, United Kingdom CV Elite Ltd Full time €75,000

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Experienced Financial Planner Required for South West Location

    3 weeks ago

    Eastern England, United Kingdom Burgh Recruitment Full time

    We are seeking a highly skilled and experienced Paraplanner to join our successful Partner Practice in the South West. Salary: £45,000 - £60,000 + BonusThis is an excellent opportunity to work with a leading wealth management company, distributing a range of investment and retirement products to high net worth clients.Job Description:As a Paraplanner, you...

  • Financial Planning Professional

    3 weeks ago

    South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Company Overview:A highly successful SJP Partner Practice is seeking an experienced Paraplanner to join their growing team in the South West, offering a competitive salary and bonus.The Practice provides a first-class service to clients, offering a range of investment and retirement products and solutions to meet their financial goals and objectives.Job...

  • Technical & Financial Assistant

    4 weeks ago

    England, United Kingdom Service Care Legal Full time

    Technical Financial Assistant Contract: Permanent Flexible *Hybrid Working* Service Care Solutions is excited to be recruiting on behalf of a respected financial advisory firm, seeking a proactive and technically adept Technical Financial Assistant to join their team. This role is perfect for someone with strong data management skills, keen analytical...

  • Pension Specialist Financial Advisor

    3 weeks ago

    South East England, United Kingdom Premier Jobs UK Limited Full time €5

    Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...

  • Paraplanner- 15 month FTC

    7 days ago

    England, United Kingdom Handelsbanken Wealth & Asset Management Full time

    Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and...

  • Pension Specialist Financial Advisor

    3 weeks ago

    South East England, United Kingdom Premier Jobs UK Limited Full time €5

    Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...