Wealth Management jobs in United Kingdom

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Burgh Recruitment Ltd (Financial Services)

London, United Kingdom

Other

Yes

be12e047cb06

4

18.04.2025

02.06.2025

Paraplanner

Hours: Full time, 9-month contract

Location - London / Hybrid (3 days in office)

Salary - up to £30,000 pro rata

Working in collaboration with the Advisors and other colleagues, the Paraplanner will carry out paraplanning tasks – i.e. writing Suitability Letters in line with company policy to ensure cases are progressed within agreed timeframes and SLAs. The role will be required to comply with the FCA compliance rules on financial advice services.

• Writing Suitability Letters (SLs) within the agreed timeframes (specific SLAs to be shared separately; SLAs are reviewed regularly)
• Working in iBusiness to maintain Advice Sets and update case status
• Tracking cases in iBusiness and provide requested input for regular BST reporting
• Liaising with Advisers to obtain clarity on information required to complete SLs
• Liaising with SJP’s Business Assurance (BA) to ensure Advice Framework is clearly understood and embedded in paraplanning activities
• Maintaining and sharing paraplanning knowledge to effectively progress cases and write SLs
• Identifying issues and opportunities to improve the paraplanning process; to be shared with the Head of Operations
• Meeting Quality of Documentation (QoD) targets and other KPIs (to be shared separately)
• Contributing to all back-office processes and quality improvement initiatives
• Escalating issues to Team Leader

• Up to 2 years’ experience of working within a Wealth Management firm either as a Paraplanner or looking for the next move towards Paraplanning
• Experience of working within a financial services sector
• Demonstrable experience of building rapport and interacting with clients effectively
• A driven individual with a focus on client service
• Adaptable to change management plans
• Highly skilled and organised
• Strong numerical ability and ability to analyse financial data and performance metrics
• Confidence and ability to influence senior stakeholders
• Ability to work autonomously as well as follow directions
• Technically proficient including Office 365

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 £190.2bn. 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.

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.