Paraplanner

Burgh Recruitment; United Kingdom; Remote; GBP 40,000 - 50,000; Full time

Job summary

Burgh Recruitment is seeking an experienced Paraplanner to join a successful St James's Place Partner Practice. The role involves providing technical expertise, conducting research, and producing high-quality financial planning reports. The candidate will be key in the client journey, supporting Financial Advisors and maintaining strong client relations.

Qualifications

• Must be an experienced St James's Place Paraplanner.
• Good report writing skills are essential.
• Experience with Life, Pension, and Investment products required.

Responsibilities

• Conduct detailed research and analysis of financial planning solutions.
• Produce compliant financial planning reports for Financial Advisors.
• Liaise with the Administration team to ensure proper processing.

Skills

Report Writing

Client Management

Technical Expertise

Education

Level 4 Diploma

Job description

3 days ago Be among the first 25 applicants

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.

Base pay range

Direct message the job poster from Burgh Recruitment

Burgh Recruitment run a recruitment portal for St.James's Place Partners - helping them find Support Staff .

Paraplanner

Location - Remote

Salary - Up to £50,000 + Bonus / Benefits

We are supporting an St James's Place Partner Practice looking to appoint an experienced SJP 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 should be an St James's Place 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

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Research

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