Paraplanner

TN United Kingdom; Cheltenham; On-site; GBP 35,000 - 55,000; Full time

Job description

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Burgh Recruitment Ltd (Financial Services)

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Other

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EU work permit required:

Yes

Job Reference:

055a6c25e53f

Job Views:

7

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Paraplanner

Salary - Highly Competitive + Bonus

We are an SJP Senior Partner Practice in Cheltenham looking to appoint an experienced Paraplanner to join our growing team.

Our Practice is people-centric and prides itself on offering a personal 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. Plus, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.

As our Paraplanner, you will be the go-to individual for advice on technical queries, focusing on 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.

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
• 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

St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company that 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 £190.2bn. 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.