At a Glance
- Tasks: Conduct research and analysis on pensions, investments, and financial planning solutions.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy hybrid or remote working options and a supportive team environment.
- Other info: Training provided; excellent career growth opportunities in a successful practice.
- Why this job: Make a real impact by delivering high-quality financial advice to clients.
- Qualifications: Strong report writing skills and knowledge of financial planning required.
The predicted salary is between 40000 - 50000 £ per year.
This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients.
You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions.
- Conduct research across pensions, investments, protection, and estate planning solutions
- Assist with technical queries and financial planning strategies
- Ensure all client files and back-office systems are fully updated
Financial Planning Support:
- Provide analysis with use of Financial Express Analytics
- Produce illustrations, product comparisons and supporting documentation
- Help maintain a smooth workflow between advice, paraplanning and administration
About You:
- We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work.
- Strong suitability report writing skills
- Good knowledge of pensions, investments, protection, and estate planning
- Jamess Place experience preferable, but not essential as training can be provided
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Jamess 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.
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.
Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Locations
Paraplanner (Pensions Management) in Guildford, Surrey employer: Burgh Recruitment Limited
Join a highly respected Appointed Representative of St. James's Place Plc in Colchester, where you will thrive in a collaborative and innovative work environment. With opportunities for professional growth and skill enhancement, this role as an Administrator in Financial Services offers the chance to be part of a motivated team dedicated to delivering exceptional service to clients. Enjoy a supportive culture that values your contributions and fosters career development within a successful and established practice.
