Paraplanner

Burgh Recruitment Limited; Wilmslow; Ibrido; GBP 40.000 - 45.000; Tempo pieno

Vantaggi offerti da questo lavoro

Private Medical Insurance

Death in service 4 x salary

Pension matching

Discretionary bonus

Descrizione del lavoro

St. James's Place plc (SJP) is seeking an experienced Paraplanner to join our Alderley Edge practice.

The role involves delivering comprehensive financial planning reports, conducting in-depth research on retirement, inheritance tax, investments, and protection solutions, and working closely with Senior Partners and clients. You will produce compliant reports and support the client journey, with opportunities to attend client meetings.

Competenze

• Experienced Paraplanner with strong report writing skills.
• Level 4 Diploma desirable but not required.
• Experience with Life, Pension, and Investment products.
• Hybrid working with 2–3 days WFH.

Mansioni

• Provide technical reports for Financial Advisors/Partners.
• Research and analyse financial planning solutions.
• Assist with client meetings and correspondence.
• Ensure reports are compliant and accurate.

Conoscenze

Report writing

Life & Pension products

Paraplanning experience

Formazione

Level 4 Diploma (desirable)

Descrizione del lavoro

ParaplannerLocation - Alderley Edge, (SK9, Cheshire) or Hybrid. Salary - £40k - £45k + Private Medical Insurance, Death in service 4 x salary, generous pension matching, and a discretionary bonus scheme.

We are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Paraplanner to join our business. Our Practice is in the early stages of transitioning to a multi-adviser business, and we are seeking a Paraplanner to assist in providing a first-class service to our clients. Our work consists primarily of retirement planning, Inheritance Tax advice, investments, and family protection.

We will encourage you to work closely with the existing Senior Partner, and any future advisers appointed within the business, as well as directly with our clients as we seek to provide them with an excellent service. 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/Partner 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 will be opportunities to attend or 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 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 wide and varied client base. SJP has funds under management in excess of £242.44bn. This business is well-established and highly successful.