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- Tasks: Support financial advisors by conducting research and creating detailed client reports.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a positive work/life balance.
- Why this job: Be part of a people-centric team that values personal service and client relationships.
- Qualifications: Experience as a Paraplanner and strong report writing skills are essential.
- Other info: Standard Financial and Identity checks will be conducted for successful candidates.
The predicted salary is between 36000 - 60000 £ per year.
We are an SJP Senior Partner Practice in Cheltenham looking to appoint an experienced Paraplanner to join our growing team.
Our Practice is people centric and prides itself on offering a personal service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, plus producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated.
You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
Paraplanner Requirements- You should be an experienced Paraplanner with great report writing skills.
- Level 4 Diploma is desirable.
- You will have experience of Life, Pension and Investment products.
- Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals.
St. James's Place plc (SJP) is a leading, 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.
Paraplanner in Cheltenham employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cheltenham
✨Tip Number 1
Familiarise yourself with the specific financial products and solutions offered by St. James's Place. Understanding their investment and retirement products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the practice to gain insights into their work culture and expectations. This can provide you with valuable information that can be used to tailor your approach during the interview process.
✨Tip Number 3
Prepare to discuss your experience with report writing and technical analysis in detail. Be ready to share examples of how you've successfully supported financial advisors in the past, as this is a key aspect of the Paraplanner role.
✨Tip Number 4
Showcase your understanding of compliance and regulatory requirements in financial planning. Being knowledgeable about these aspects will highlight your professionalism and readiness for the responsibilities of the position.
We think you need these skills to ace Paraplanner in Cheltenham
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the specific skills required, such as report writing and knowledge of financial products.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning, particularly your expertise in Life, Pension, and Investment products. Emphasise your Level 4 Diploma if you have it, and showcase your report writing skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention how your values align with their people-centric approach and your commitment to providing excellent client service.
Follow Application Instructions: When applying, ensure you follow the instructions carefully. Tick the Privacy Policy box and click the green 'apply to this job' button on the Burgh Recruitment site to complete your application.
How to prepare for a job interview at Burgh Recruitment Limited
✨Showcase Your Technical Expertise
As a Paraplanner, you'll need to demonstrate your technical knowledge during the interview. Be prepared to discuss specific financial products and solutions you've worked with, and how you've applied your expertise in previous roles.
✨Prepare Detailed Reports
Since report writing is a key part of the role, bring examples of reports you've created in the past. Highlight your attention to detail and how your reports have positively impacted client outcomes.
✨Understand the Client Journey
Familiarise yourself with the full client journey in financial planning. Be ready to explain how you would conduct research, source solutions, and liaise with the administration team to ensure smooth processing.
✨Emphasise Team Fit and Work-Life Balance
The company values a positive work environment and work-life balance. Share your thoughts on teamwork and how you contribute to a supportive workplace culture, aligning with their people-centric approach.
