Paraplanner / Junior Paraplanner

Burgh Recruitment Ltd; Lancashire; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services recruitment agency is seeking a Paraplanner or Junior Paraplanner in Manchester. This role offers a hybrid working model with generous benefits including 33 days of holiday, a contributory pension, and professional exam support. The ideal candidate will need experience in a paraplanning role and strong analytical communication skills, ensuring all compliance standards are met while working with high-net-worth clients.

Benefits

33 days holiday

Contributory pension

Support for relevant exams

Qualifications

• Experience in paraplanning within the St. James's Place Partnership.
• Ability to develop cash flow models and prepare suitability letters.
• Competent in dealing with Advisers and third parties.

Responsibilities

• Provide paraplanning support to the Paraplanning Manager.
• Prepare and analyze client cash flow models.
• Ensure compliance with legislative requirements.

Skills

Analytical skills

Excellent communication skills

Client management

IT proficiency

Numeracy

Job description

Paraplanner / Junior Paraplanner

Location - Manchester (Hybrid/ Office or Remote)

Salary: GBP30,000 - GBP40,000 (DoE)

Benefits: Contributory Pension 33 days holiday bank holidays

The opportunity

An exciting new opportunity has arisen for an exceptional Paraplanner or Junior Paraplanner to join our busy team.

We offer a great package that includes a generous holiday allowance of 33 days bank holidays, pension and support for relevant exams. Hybrid working is available.

The role

You will provide paraplanning and technical administrative support to the Paraplanning Manager and the Practice Manager including, but not limited to;

• Analyse clients' requirements, develop cash flow models, complete calculations and accurately record client data;
• Prepare suitability letters and reports, taking full responsibility for the client files and back office IT records throughout the advice process;
• Gathering and chasing ceding information from Providers;
• Prepare client reports and suitability letters, updating cash flow models, investment performance reviews;
• Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
• Undertake administrative tasks to support the Paraplanning Manager & Practice Manager as necessary;
• Undertake continuous professional development to meet regulatory requirements and personal development needs.

The person

You will have demonstrable experience in a paraplanning role within the St. James's Place Partnership. You will be articulate, numerate and have experience in the areas of Inheritance Tax Planning, Pensions, Investments and Protection as well as composing accurate suitability letters. You must have a can-do attitude, be able to show initiative, work well on your own and as part of a team, have excellent IT skills and be a strong communicator. It is essential that you are professional and confident in dealing with Advisers and third parties, have excellent communication skills and can work with total discretion.

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 GBP198.5bn. 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.