At a Glance
- Tasks: Support Advisers with technical queries and prepare detailed financial reports.
- Company: Join a leading FTSE 100 Wealth Management company in Chorley.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent on-site parking.
- Other info: Great career growth opportunities in a successful and established practice.
- Why this job: Make a real impact in financial planning for high net worth clients.
- Qualifications: Experience as a Paraplanner with strong report writing skills.
The predicted salary is between 45000 - 45000 £ per year.
Location - Chorley, Lancashire/Hybrid
Salary - £45,000 pa + excellent benefits
Hours - Full time, Hybrid
We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team. Our Practice is long established and highly successful, priding 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.
As a Senior Paraplanner, you will support the Advisers with technical queries, and the preparation of documentation including detailed and informative reports, and financial planning solutions including cashflow modelling, and Trust planning.
Paraplanner Requirements
- You should be an experienced Paraplanner with great report writing skills.
- Level 4 Diploma is desirable, but not essential if you can demonstrate you have good paraplanning experience.
- You will have experience of Life, Pension and Investment products.
- Hybrid working is an option with 2 days a week available for WFH. Our office is conveniently located, with ample on-site parking.
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 £216.94bn. 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.
Senior Paraplanner 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.
