Paraplanner

2 months ago

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

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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