At a Glance
- Tasks: As a Paraplanner, you'll support financial advisors with research and report writing.
- Company: Join a successful St. James's Place Partner Practice known for exceptional client service.
- Benefits: Enjoy remote work flexibility and competitive salary up to £50,000 based on experience.
- Other info: Flexible hours available, perfect for balancing studies or other commitments.
- Why this job: This role offers variety, professional growth, and the chance to make a real impact.
- Qualifications: Experience as a Paraplanner is essential; strong communication skills are a must.
The predicted salary is between 30000 - 70000 £ per year.
Job Description
Paraplanner
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Location Farnham, Surrey (GU9) Hybrid or Remote working
\n Salary - Negotiable - Highly Competitive
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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.
\n 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. You may also be invited to attend client meetings and presentations to support the process.
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You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
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Key Responsibilities: Paraplanner
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Technical Support
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- Conduct research across pensions, investments, protection, and estate planning solutions
- Prepare and write clear, compliant, and client-focused suitability reports
- Analyse existing client arrangements and identify opportunities to enhance current plans
- Assist with technical queries and financial planning strategies
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Case Ownership
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- Assist in managing cases from beginning to end, alongside the Advisers and administration team
- Work closely with the administration team to ensure applications are processed accurately
- Monitor progress of business submitted and liaise with providers where necessary
- Ensure all client files and back-office systems are fully updated
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Financial Planning Support
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- Prepare cashflow models using Voyant
- Provide analysis with use of Financial Express Analytics
- Assist with client meeting preparation and post-meeting actions
- Produce illustrations, product comparisons and supporting documentation
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Team Collaboration
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- Work closely with Advisers, administration staff, and Practice Manager
- Help maintain a smooth workflow between advice, paraplanning and administration
- Contribute to improving processes and efficiencies within the practice
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About You: Paraplanner
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We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work.
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You will have:
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- Experience working in a Paraplanning or Technical Report Writer role
- Strong suitability report writing skills
- Good knowledge of pensions, investments, protection, and estate planning
- St. Jamess Place experience preferable, but not essential as training can be provided
- Experience with Voyant is desired
- Excellent attention to detail and organisational skills
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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.
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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.
\n SJP has funds under management in excess of £216.94bn. This business is well established and highly successful.
\n 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.
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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.
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Paraplanner in Guildford 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Guildford
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or within St. James's Place Partner Practices. Attend relevant webinars or local meetups to build connections and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest investment and retirement products offered by St. James's Place. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the company.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle various client scenarios. This will showcase your problem-solving skills and ability to provide tailored advice, which is crucial for a Paraplanner.
✨Tip Number 4
Research the company culture of St. James's Place and align your values with theirs. During interviews, highlight how your personal and professional ethos matches their commitment to providing first-class service.
We think you need these skills to ace Paraplanner in Guildford
Some tips for your application 🫡
Understand the Role:Familiarise yourself with the responsibilities of a Paraplanner. Highlight your experience in providing investment and retirement solutions, as well as your ability to deliver excellent client service.
Tailor Your CV:Make sure your CV reflects your relevant experience and skills specific to the Paraplanner role. Include any qualifications or certifications that are pertinent to financial planning and paraplanning.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for the role and the company. Mention why you want to work with St. James's Place Partner Practice and how your background aligns with their values and services.
Proofread Your Application:Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
As a Paraplanner, you'll need to demonstrate a solid understanding of various investment and retirement products. Brush up on the latest offerings and be prepared to discuss how they can benefit clients.
✨Showcase Your Analytical Skills
Highlight your ability to analyse financial data and create comprehensive reports. Be ready to provide examples of how you've successfully supported financial advisers in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to navigate complex client situations and how you resolved them.
✨Emphasise Communication Skills
Effective communication is key in this role. Be prepared to discuss how you convey complex financial information to clients and colleagues, ensuring clarity and understanding.
