Junior Paraplanner

4 weeks ago

London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time


Junior Paraplanner 

Location: London / Hybrid plus study support and benefits

Salary: From £24,000 to £30,000 per annum (Dependent on Experience)

An excellent and very interesting opportunity has arisen for a Junior Paraplanner to work within a highly successful Practice. You will be joining the Paraplanning team based in their London offices, ensuring the business generated by the Wealth Manager, who you will be working alongside, is processed accurately and in a timely manner.

The Role: Junior Paraplanner

  • You will be working within a busy team and your role will include collating client information, researching, preparing suitability letters, preparing illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems. You will be given full training on the relevant IT systems.
  • We have high focus on quality of documentation, striving for suitable first time. A meticulous work ethic is a must.
  • You will need to ensure that the business obtained is being processed compliantly and in a timely manner.
  • You will be liaising with colleagues and third parties on a daily basis.

The Person: Junior Paraplanner 

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style. A team player with a positive mental attitude is a must.

  • You will have been working within an IFA or Wealth Management environment and are looking towards the Level 4 DipPFS qualification or may have already started it. 
  • You will need to have some experience of the administration of Inheritance Tax, Pension, or Investment products.
  • You are highly organised, can prioritise your workload and have excellent communication skills.
  • You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of £179bn. 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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