Senior Paraplanner – Wealth & Retirement Solutions

Burgh Recruitment Ltd (Financial Services); England; On-site; GBP 34,000 - 42,000; Full time

Job summary

St. James’s Place plc (SJP) partner practice is seeking an experienced Paraplanner to support our financial advisers.

You will conduct detailed research, prepare compliant client reports, and assist in the end-to-end client journey, liaising with admin to ensure accurate processing and updated systems. The role emphasizes quality reports, attention to detail and teamwork, with potential to attend client meetings from time to time.

Qualifications

• Experienced Paraplanner with Level 4 Diploma.
• Experience with Life, Pension, and Investment products.
• Team fit is important and a good work/life balance is valued.

Responsibilities

• Undertake detailed research and analysis of financial planning solutions.
• Produce compliant financial planning reports for Advisors/Partners.
• Liaise with Administration to ensure accurate processing and systems are updated.

Skills

Report writing

Financial analysis

Education

Level 4 Diploma (Paraplanner)

Job description

St. James’s Place plc (SJP) partner practice is seeking an experienced Paraplanner to support our financial advisers.

You will conduct detailed research, prepare compliant client reports, and assist in the end-to-end client journey, liaising with admin to ensure accurate processing and updated systems. The role emphasizes quality reports, attention to detail and teamwork, with potential to attend client meetings from time to time.