Paraplanner

1 month ago

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


Paraplanner

Location - Leeds (West Park)

Salary - £23k to £30k + Bonus (Dependent upon experience)

Hours - full time, in office

We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or have some experience and are now looking for the next step in your career.

Our Practice is highly successful and prides itself on offering a first-class service to all our 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 and producing compliant financial planning reports for our Financial Advisors to present to clients.

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

The Role:

    • You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings 
    • Conduct research to source suitable solutions, completing detailed and informative reports 
    • You will be inputting and maintaining detailed client information to support the Advisor team as well as ensuring supporting documentation and back-office systems are maintained and all client files remain compliant 
    • You will provide an efficient, friendly, and professional point of contact for clients and enquiries by telephone, email and in person 
    • You will be processing new business and liaising with SJP admin teams.

Paraplanner Requirements:

    • You will be working towards DipPFS qualification or are already qualified and looking to develop your knowledge further 
    • Previous experience within a Wealth Management firm or IFA practice is desirable 
    • You have an understanding of regulations and products, and their practical application 
    • You are IT proficient and can use the full office suite of programmes 
    • You have excellent English language and grammar skills and are able to communicate effectively.

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 £181.9bn. 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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