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- Tasks: Provide technical expertise and produce high-quality financial planning reports.
- Company: Join a successful SJP Partner Practice in Solihull with a friendly team.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and flexible working options.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Experience as a Paraplanner with strong report-writing skills preferred.
- Other info: Opportunities for hybrid or remote work and a supportive work-life balance.
The predicted salary is between 40000 - 56000 £ per year.
Location: Solihull - Hybrid or remote working
Salary: £40,000 + comprehensive benefits package
We are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team. Our Practice is highly successful and prides itself on delivering a first-class service to clients. We provide a comprehensive range of investment and retirement solutions to support clients in achieving their financial goals.
We are a friendly and motivated team who enjoy working together. If you live near to our office, we can offer a hybrid working pattern, or if you're further afield, we can offer a fully remote role.
In this role, you will provide technical expertise to support our advice process. This includes conducting detailed research and analysis across a broad spectrum of financial planning strategies, as well as producing compliant, high-quality financial planning reports for our Financial Advisers and Partners to present to clients.
As our Paraplanner, you will be a key point of contact for technical queries. Your responsibilities will span the full client journey - from researching suitable solutions and preparing detailed reports to working closely with the Administration team to ensure accurate processing and system updates. There may also be opportunities to attend or occasionally lead client meetings.
You will consistently produce thoughtful, well-structured, and meaningful client reports, demonstrating strong attention to detail and a clear understanding of client needs.
Paraplanner Requirements
- Experienced Paraplanner with strong report-writing skills
- Level 4 Diploma preferred but not essential with suitable paraplanning experience
- Proven experience managing cases across Life, Pension, and Investment products, along with Inheritance Tax planning
- Positive team attitude and alignment with our supportive approach to work-life balance
- Hybrid or home-working arrangements considered for the right candidate
St. James's Place plc (SJP) is a leading and highly regarded FTSE 100 Wealth Management business, providing Investment and Retirement solutions to a High Net Worth client base. SJP has over £220bn in funds under management and is a well-established, highly successful organisation.
Please note: this Partner Practice will carry out standard financial and identity checks for any candidates offered a position.
When applying, you will be redirected to the Burgh Recruitment application platform. Please ensure you tick the Privacy Policy box and then click the green apply to this job button at the bottom of the page. Once submitted, you will receive a confirmation email from Burgh Recruitment.
Paraplanner in Solihull employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Solihull
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial planning strategies confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! Research the company and understand their values. When you apply through our website, make sure your application reflects how you align with our supportive team culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
We think you need these skills to ace Paraplanner in Solihull
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. We want to see how your skills align with our needs, so don’t be shy about showcasing your report-writing prowess and technical expertise!
Showcase Your Team Spirit: Since we pride ourselves on being a friendly and motivated team, let us know about your collaborative experiences. Share examples of how you've worked well with others in the past, especially in a financial planning context.
Attention to Detail is Key: As a Paraplanner, you'll need to produce high-quality reports. Make sure your application is free from typos and errors. We appreciate candidates who demonstrate strong attention to detail right from the start!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application. Just follow the prompts, tick the Privacy Policy box, and hit that green apply button. We can’t wait to hear from you!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around Life, Pension, and Investment products. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Report-Writing Skills
Prepare a sample report or two that highlights your attention to detail and ability to produce high-quality financial planning documents. This will give you a chance to demonstrate your skills directly during the interview.
✨Understand the Company Culture
Research the practice and its values. Since they pride themselves on a friendly and motivated team, be ready to discuss how you align with their supportive approach to work-life balance and teamwork.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This not only shows your interest but also gives you a chance to assess if this is the right environment for you. Think about asking about their client journey or how they support their Paraplanners.