Paraplanner

Burgh Recruitment; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment firm is seeking a Paraplanner to work remotely. In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products. Excellent attention to detail is essential for success in this role.

Qualifications

• Experience as a Paraplanner with strong report writing skills.
• Level 4 Diploma desirable but not required with good experience.
• Experience of Life, Pension, Investment and IHT products.

Responsibilities

• Produce compliant financial planning reports for Financial Planners.
• Conduct research to source suitable solutions.
• Liaise with the Administration team to ensure accurate processing.

Skills

Report writing skills

Experience with Life, Pension, Investment and IHT products

Technical knowledge

Self-motivated

Education

Level 4 Diploma

Job description

Paraplanner – Burgh Recruitment

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This range is provided by Burgh Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Location

Fully Remote.

Base pay range

Direct message the job poster from Burgh Recruitment.

The Practice is very established and prides itself on offering a first‑class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.

St. James’s Place plc (SJP) is a leading, 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.

Responsibilities

You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. As the 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 who ensure all business is accurately processed and systems are correctly updated.

You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.

Requirements

• Experience as a Paraplanner with strong report writing skills.
• Level 4 Diploma desirable but not required if you have good paraplanning experience.
• Experience of Life, Pension, Investment and IHT products with strong technical knowledge.
• Self‑motivated and able to manage workload effectively.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Administrative

Application Process

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 button at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.