Paraplanner

Burgh Recruitment; Alderley Edge; Ibrido; GBP 40.000 - 45.000; Tempo pieno

Vantaggi offerti da questo lavoro

Private Medical Insurance

Death in service 4 x salary

Generous pension matching

Discretionary bonus scheme

Descrizione del lavoro

St. James’s Place plc in Alderley Edge is seeking an experienced Paraplanner to join our growing practice.

You will provide technical support, conduct detailed research on retirement planning, inheritance tax, investments, and protection products, and produce compliant client reports for our Advisers/Partner. You will work closely with the Senior Partner and future advisers, handle the full client journey from research to reporting, and may attend client meetings.

Competenze

• You should be an experienced paraplanner with strong report writing skills.
• Experience with Life, Pension and Investment products is required.
• Level 4 Diploma is desirable but not mandatory.
• Excellent attention to detail and client-focused approach.
• Ability to work with advisers and attend client meetings when needed.

Mansioni

• Provide technical research and analysis for financial planning solutions.
• Produce compliant financial planning reports for advisers/partners.
• Support in covering the full client journey from research to reporting.
• Liaise with administrative team to ensure accurate processing and system updates.
• Attend or host client meetings occasionally.

Conoscenze

Paraplanning experience

Report writing

Life, Pension & Investments knowledge

Research & analysis

Client reports preparation

Formazione

Level 4 Diploma (desirable)

Descrizione del lavoro

Location - Alderley Edge, (SK9, Cheshire) or Hybrid

Salary - £40k - £45k + Private Medical Insurance, Death in service 4 x salary, generous pension matching, and a discretionary bonus scheme.

We are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Paraplanner to join our business.

Our Practice is in the early stages of transitioning to a multi-adviser business, and we are seeking a Paraplanner to assist in providing a first-class service to our clients. Our work consists primarily of retirement planning, Inheritance Tax advice, investments, and family protection.

We will encourage you to work closely with the existing Senior Partner, and any future advisers appointed within the business, as well as directly with our clients as we seek to provide them with an excellent service.

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 our Financial Advisors/Partner to present to clients.

As our 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 will be opportunities to attend or 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
• Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
• 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 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a wide and varied client base.

SJP has funds under management in excess of £242.44bn. 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.