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- Tasks: Support financial planners by conducting research and producing detailed reports.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, training opportunities, and a chance to work with high-net-worth clients.
- Other info: Dynamic team environment with opportunities for career growth.
- Why this job: Make a real impact in financial planning while developing your technical skills.
- Qualifications: Experience in paraplanning or technical support, strong report writing skills.
The predicted salary is between 45000 - 45000 £ per year.
Location: Farnham, Surrey
Salary: up to £45,000
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 our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. 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. You may also be required to attend client meetings with the Principal and other Advisers.
You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. 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 and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. 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.
Key Responsibilities:
- Technical Support
- 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 planning opportunities
- Assist advisers with technical queries and financial planning strategies
- 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
- 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
- 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
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. You will have:
- Experience working in a Paraplanning or Technical Adviser Support role
- Strong suitability report writing skills
- Good knowledge of pensions, investments, protection and estate planning
- St. James's Place experience preferable, but not essential as training can be provided
- Experience with Voyant is desired
- Excellent attention to detail and organisational skills
- Self-motivated with the ability to manage multiple cases and deadlines effectively
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.
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. 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.
Technical Adviser Assistant - Paraplanner employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Adviser Assistant - Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at St. James's Place or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and estate planning confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, which is exactly what we love to see in a Technical Adviser Assistant.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll be one step closer to joining a fantastic team that values high-quality work.
We think you need these skills to ace Technical Adviser Assistant - Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Technical Adviser Assistant/Paraplanner role. Highlight your experience in paraplanning and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Technical Skills: Since this role involves a lot of technical expertise, don’t shy away from showcasing your knowledge in pensions, investments, and estate planning. We love candidates who can demonstrate their understanding of these areas through examples in their application.
Be Clear and Concise: When writing your suitability reports or any other documents, clarity is key! We appreciate well-structured and compliant reports that are easy to read. Make sure your application reflects this attention to detail right from the start.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s super easy! Just follow the prompts, tick the Privacy Policy box, and hit that green 'apply to this job' button. We can’t wait to see your application!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning. The interviewers will likely ask you technical questions, so being well-versed in these areas will show that you're serious about the role.
✨Showcase Your Report Writing Skills
Since strong suitability report writing skills are essential for this position, prepare a few examples of your previous work. Be ready to discuss how you approach writing reports and what makes them compliant and client-focused.
✨Demonstrate Team Spirit
This role involves working closely with advisers and the administration team. Be prepared to share examples of how you've collaborated in the past and how you can contribute to maintaining a smooth workflow within the practice.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s processes, the tools they use like Voyant, and how they measure success in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.