Paraplanner

Jobswipe Premium; Shenton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading Wealth Management firm in the United Kingdom is seeking an experienced Paraplanner to join their team. The role involves producing compliant financial planning reports, conducting detailed research, and liaising with the Administration team to ensure client needs are met. Ideal candidates will have strong report-writing skills and experience with various financial products. This position promotes a positive work/life balance and requires attention to detail.

Qualifications

• Experienced Paraplanner with excellent report-writing skills.
• Desirable to have Level 4 Diploma, but extensive paraplanning experience is acceptable.
• Good understanding of Life, Pension, and Investment products.

Responsibilities

• Provide technical expertise and detailed financial planning reports.
• Conduct research to source suitable financial solutions.
• Liaise with the Administration team to ensure accurate processing.

Skills

Report-writing skills

Experience with Life, Pension, and Investment products

Education

Level 4 Diploma

Job description

Role Overview

We are an SJP Partner Practice in Leicestershire looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first‑class 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 provide technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will produce 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 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.

You will always strive to produce well‑thought‑out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.

Qualifications

• Experienced Paraplanner with great report‑writing skills.
• Level 4 Diploma is desirable but not required if you have good paraplanning experience.
• Experience with Life, Pension, and Investment products.
• Team fit is important; we promote a positive approach to work/life balance and seek like‑minded individuals.

Company Information

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. 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.