Paraplanner

Burgh Recruitment Limited; City Of London; Remote; GBP 38,000 - 45,000; Full time

Job summary

A financial services recruitment agency in the City of London is seeking an experienced Paraplanner / Financial Planning Analyst to join a successful team. The role involves providing technical expertise in financial planning and producing detailed client reports. Candidates must be Diploma qualified, experienced in financial planning solutions, and possess excellent report writing skills. The position offers a competitive salary of up to £45k with an excellent benefits package.

Benefits

Excellent benefits package

Qualifications

• Fully qualified Paraplanner with experience in various financial planning solutions.
• Ability to prepare client reviews and support reports.
• Proficient in using major research systems.

Responsibilities

• Provide technical expertise in the Advice process.
• Conduct detailed research and analysis of financial planning solutions.
• Produce detailed and meaningful Client reports.

Skills

Report writing skills

Experience in financial planning solutions

Excellent IT skills

Knowledge of research systems (e.g., Analytics, Voyant)

Education

Diploma qualified

Job description

Paraplanner

Location

Remote

Salary

Up to £45k (depending on experience) + excellent benefits package

A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner / Financial Planning Analyst to join their growing team.

You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status.

The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.

You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM / back-office systems are correctly updated.

As our Paraplanner / Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.

The Practice 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.

Paraplanner / Financial Planning Analyst requirements

• You should be Diploma qualified and experienced Paraplanner with great report writing skills
• You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning
• You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc)

St. Jamess 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 High Net Worth client base.

SJP has funds under management in excess of £198.5bn. 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.

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