Senior Paraplanner - Hybrid Role, Private Medical & Bonus

Burgh Recruitment Limited; Wilmslow; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Private Medical Insurance

Death in service 4 x salary

Pension matching

Discretionary bonus

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Report writing

Life & Pension products

Paraplanning experience

Education

Level 4 Diploma (desirable)

Job description

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.