Paraplanner

Burgh Recruitment Ltd (Financial Services); United Kingdom; Hybrid; GBP 50,000; Full time

Job summary

A leading financial services partner is seeking an experienced Paraplanner. This role involves providing technical expertise for financial planning solutions and producing compliant reports for advisors. Ideal candidates will have a background in SJP practices and strong report writing skills, contributing to a positive work environment with hybrid working opportunities.

Qualifications

• Experienced Paraplanner with prior work in SJP Partner Practice.
• Strong report writing ability and experience with Life, Pension, and Investment products.
• Good team fit and positive work/life balance approach.

Responsibilities

• Conduct research to provide solutions for clients.
• Produce detailed financial planning reports.
• Liaise with Administration to ensure accurate processing.

Skills

Report writing skills

Attention to detail

Research and analysis

Education

Level 4 Diploma in Financial Planning

Job description

Social network you want to login/join with:

Burgh Recruitment Ltd (Financial Services)

Location:

United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

3dec15405105

Job Views:

4

Posted:

01.07.2025

Expiry Date:

15.08.2025

col-wide

Job Description:

Paraplanner

Location - Remote

Salary - Up to £50,000

We are an SJP Partner Practice who is 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 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 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. There may be opportunities to attend or even host client facing meetings from time to time.

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 have previous experience of working for an SJP Partner Practice
• You should be an experienced Paraplanner with great report writing skills
• Level 4 Diploma is desirable but not required if you have good paraplanning experience
• 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
• Hybrid working is an option with 2-3 days a week available for WFH

St. James’s 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 £188.6bn. 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.