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- Tasks: Support financial advisors by conducting research and preparing detailed reports for clients.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in financial planning while growing your skills in a dynamic role.
- Qualifications: Experience in financial services and a Level 4 Diploma in Financial Planning preferred.
- Other info: Opportunity to work closely with experienced professionals and develop your career.
Location: Bedford (MK44)
Salary: £32,000- £45,000 per annum (Dependent on Experience)
Contract: Permanent / Full-time
Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office?
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor / Partner to present to clients.
You will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative recommendations and liaising with the team to ensure business is accurately processed and systems are correctly updated.
You will demonstrate a high attention to detail and in depth understanding of the client needs. You will strive to produce well thought out and meaningful advice to our clients and work closely with our client facing Partner/ adviser to achieve excellent recommendations.
The Role - Paraplanner
As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice.
Your responsibilities will include:
- Researching financial products, investment strategies, and planning solutions
- Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings.
This is a technical role that requires attention to detail and strong analytical skills. You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems. Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations.
A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential.
The Person - Paraplanner
You will have experience working within a St. Jamess Place (SJP) environment and a strong understanding of the paraplanners role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification.
You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard. You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection.
You will have a proven ability to write accurate and compliant suitability letters. Strong initiative, excellent IT skills, and clear, confident communication are key to this role. As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential.
Experience using Voyant and Analytics would be advantageous but is not essential.
St. Jamess 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 £220.0bn. 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.
Paraplanner Trainee or Qualified in Bedford employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Trainee or Qualified in Bedford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who have experience as paraplanners. They can provide insights and may even refer you to open positions.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss financial products, tax calculations, and compliance issues. Show us that you’re not just a candidate, but a knowledgeable partner in the financial planning process.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate and keeps everything in one place.
We think you need these skills to ace Paraplanner Trainee or Qualified in Bedford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical expertise and any relevant qualifications, like the Level 4 Diploma in Financial Planning, to show us you're a great fit for the Paraplanner role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Don't forget to mention your experience in financial services and your ability to handle multiple tasks under pressure.
Showcase Your Attention to Detail: Since this role requires a high level of accuracy, make sure your application is free from typos and errors. We want to see that you can produce compliant reports and recommendations, so demonstrate your meticulous nature right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, investment strategies, and planning solutions. Being able to discuss these confidently will show that you're not just a candidate but a potential asset to the team.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experiences where your attention to detail made a difference. Whether it’s writing compliant suitability letters or conducting tax calculations, be ready to showcase your meticulous nature.
✨Showcase Your Research Skills
Be prepared to discuss how you approach research for financial planning solutions. Bring examples of how you've sourced suitable options in the past, and highlight your analytical skills. This will demonstrate your capability to support the financial advisors effectively.
✨Communicate Clearly and Confidently
As you'll be liaising with clients and third parties, practice articulating your thoughts clearly. Mock interviews can help you refine your communication style. Remember, professionalism and confidence are key to making a great impression!
