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- Tasks: Support financial advisors by conducting research and producing detailed reports for clients.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, hybrid working, and a focus on work/life balance.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in paraplanning and report writing; Level 4 Diploma is a plus.
- Other info: Be part of a positive team culture with opportunities for client interaction.
The predicted salary is between 42000 - 56000 £ per year.
Location - North West / Hybrid
Salary - Up to £49,000 (DoE)
We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class 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
- Liaising with the Administration team to ensure business is accurately processed and systems are correctly updated
There may be opportunities to attend or even host client facing meetings from time to time. 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 but not required if you have good paraplanning experience
- 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 £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 in Newton-le-Willows employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newton-le-Willows
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be providing expertise on financial planning solutions, make sure you can confidently discuss Life, Pension, and Investment products. Practice common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your previous work to demonstrate your attention to detail and ability to produce compliant financial planning reports. This will set you apart from other candidates and show that you mean business.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it gives us a chance to see your enthusiasm right from the start!
We think you need these skills to ace Paraplanner in Newton-le-Willows
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your report writing skills and any relevant financial planning experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team and how your background aligns with our values and the role's requirements.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Ensure your application is free from typos and errors, and consider including examples of how you've demonstrated this skill in your previous roles.
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 without any hiccups!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of life, pension, and investment products. Being able to discuss these confidently will show that you’re not just a paraplanner but a knowledgeable partner who can add real value to the team.
✨Master Report Writing
Since report writing is a key part of the role, practice creating clear and concise financial planning reports. Bring examples to the interview to demonstrate your skills and attention to detail, which are crucial for producing meaningful client reports.
✨Research the Company
Familiarise yourself with St. James's Place and their approach to wealth management. Understanding their values and how they serve high net worth clients will help you align your answers with what they’re looking for in a candidate.
✨Show Your Team Spirit
Team fit is important, so be prepared to discuss how you work collaboratively. Share examples of how you've contributed to a positive work environment and how you balance work and life, as this aligns with their culture.