Paraplanner

Burgh Recruitment; Metropolitan Borough of Solihull; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A financial services firm is seeking an experienced Paraplanner to join its team in Solihull. In this role, you will conduct research and analysis to support financial planning and produce high-quality reports for advisers. The ideal candidate should have strong report-writing skills and experience managing cases across various financial products. The position offers hybrid or remote working options, promoting a positive work-life balance. A Level 4 Diploma is preferred, but experience is key.

Qualifications

• Experience as a Paraplanner with proficiency in report writing.
• Previous experience managing life, pension, and investment cases.
• Alignment with a positive team attitude and supportive work-life balance.

Responsibilities

• Conduct detailed research and analysis for financial planning.
• Produce high-quality financial planning reports for advisers.
• Act as a key contact for technical queries during the client journey.

Skills

Report-writing skills

Financial planning strategies

Attention to detail

Team collaboration

Education

Level 4 Diploma in Financial Planning

Job description

Location: Solihull - Hybrid or remote working

We are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

Our Practice is highly successful and prides itself on delivering a first‑class service to clients. We provide a comprehensive range of investment and retirement solutions to support clients in achieving their financial goals.

We are a friendly and motivated team who enjoy working together. If you live near to our office, we can offer a hybrid working pattern, or if you're further afield, we can offer a fully remote role.

In this role, you will provide technical expertise to support our advice process. This includes conducting detailed research and analysis across a broad spectrum of financial planning strategies, as well as producing compliant, high‑quality financial planning reports for our Financial Advisers and Partners to present to clients.

As our Paraplanner, you will be a key point of contact for technical queries. Your responsibilities will span the full client journey - from researching suitable solutions and preparing detailed reports to working closely with the Administration team to ensure accurate processing and system updates.

There may also be opportunities to attend or occasionally lead client meetings.

You will consistently produce thoughtful, well‑structured, and meaningful client reports, demonstrating strong attention to detail and a clear understanding of client needs.

Paraplanner Requirements

• Experienced Paraplanner with strong report‑writing skills
• Level 4 Diploma preferred but not essential with suitable paraplanning experience
• Proven experience managing cases across Life, Pension, and Investment products, along with Inheritance Tax planning.
• Positive team attitude and alignment with our supportive approach to work‑life balance
• Hybrid or home‑working arrangements considered for the right candidate

St. James’s Place plc (SJP) is a leading and highly regarded FTSE 100 Wealth Management business, providing Investment and Retirement solutions to a High Net Worth client base. SJP has over £220bn in funds under management and is a well‑established, highly successful organisation.

Please note: this Partner Practice will carry out standard financial and identity checks for any candidates offered a position.

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