Paraplanner - Part-time

TN United Kingdom; Stockton-on-Tees; Remote; GBP 35,000 - 45,000; Part time

Job summary

An established industry player is seeking a part-time Paraplanner to join their dynamic team remotely. This role involves providing technical expertise throughout the client journey, producing detailed financial planning reports, and ensuring compliance with regulations. The ideal candidate will have a strong background in financial services and a passion for delivering exceptional client experiences. If you are looking for a flexible role that values work-life balance and offers the chance to contribute to a successful practice, this opportunity is perfect for you.

Qualifications

• Experienced Paraplanner with strong report writing skills.
• Ability to conduct detailed research and analysis for financial planning.

Responsibilities

• Produce suitability reports and documentation for client meetings.
• Maintain detailed client information and ensure compliance.
• Process client investments and liaise with admin teams.

Skills

Report Writing

Financial Planning

Client Management

Research and Analysis

Education

Level 4 Diploma

Job description

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Paraplanner - Part-time, Stockton-on-Tees

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Client:

Burgh Recruitment Ltd (Financial Services)

Location:

Stockton-on-Tees, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

bb2f248d2a02

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Part-Time Paraplanner

Hours: Part time; approx. 20-25 per week, negotiable

Location: Remote

Salary: up to £45,000 FTE depending on experience.

An SJP Partner Practice is looking to appoint an experienced Paraplanner to join their small but growing team, working part time and remotely.

The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.

As the Paraplanner, you will focus on the whole client journey, providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions. You will always strive to produce well thought out, meaningful and compliant financial planning reports that demonstrate your attention to detail and understanding of client needs.

The Role -

• You will be working closely with the Advisor, producing suitability reports and advice sets, providing documentation and illustrations for Client meetings
• Conduct research to source suitable solutions, completing detailed and informative reports
• You will be inputting and maintaining detailed client information to support the Advisor team as well as ensuring supporting documentation and back-office systems are maintained and all client files remain compliant
• You will provide an efficient and professional point of contact for clients
• You will be processing cases and transacting client investments, and liaising with SJP admin teams.

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, the practice has a positive approach to work/life balance, and 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.

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.