Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors by conducting research and preparing detailed reports for clients.
- Company: Join a family-oriented SJP Senior Partner Practice in Alderley Edge.
- Benefits: Competitive salary, bonus, matched pension, private medical insurance, and flexible working options.
- Why this job: Make a real impact on clients' lives while enjoying a supportive work environment.
- Qualifications: Must have Level 4 Diploma and experience as a Paraplanner.
- Other info: Flexible hours, office dog for motivation, and great career growth opportunities.
The predicted salary is between 30000 - 42000 £ per year.
Location - Alderley Edge, Cheshire (SK9)
Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance
We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued growth of the practice.
Our business has been established for 15 years within SJP. Our mission is in 'Improving the Lives' of all those associated with our practice, be that our existing clients or our staff. Our office has a family feel and a superb location on the edge of Alderley Edge village, next to the train station. We pride ourselves on the quality of our advice and the level of customer service provided to our clients.
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor/Partner to present to clients.
As part of our paraplanning team, you will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative recommendations and liaising with the Client Service 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 demonstrate a high attention to detail and in depth understanding of the client needs. You will strive to produce well thought out and meaningful advice to our clients and work closely with our client facing Partner/adviser to achieve excellent recommendations.
Paraplanner Requirements
- You should be an experienced Paraplanner with great report writing and analytical skills.
- You should be a fully qualified Paraplanner with a Level 4 Diploma and have previous experience in performing this role, ideally within another St. James's Place Partner Practice.
- You will have experience of a broad range of retirement planning and investment products, as well as financial protection recommendations.
- Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals.
- We are seeking someone to be present with us at our office location, offering home working as a flexibility when required only.
- We would consider applicants on either a full-time or part-time basis, everyone in our office has childcare needs and we can be flexible to this if required.
- We also have an office dog who provides us with added motivation and is always on the look-out for new best friends (in exchange for treats).
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 £198.5bn. 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.
Paraplanner Part time or Full time in Warrington employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Part time or Full time in Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at SJP. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and understanding of financial products. We want you to shine when discussing your experience and how it aligns with the role of a Paraplanner.
✨Tip Number 3
Show your personality! During interviews, let your passion for helping clients come through. Remember, they’re looking for someone who fits into their family-like culture, so be yourself!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner Part time or Full time in Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in financial planning and report writing. We want to see how your skills align with our mission of 'Improving the Lives' of our clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Remember, we love a personal touch, so let your personality come through!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, make sure to demonstrate this skill. Whether it's through your CV formatting or the clarity of your writing, we want to see that you take pride in your work.
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to receive your application. Plus, you'll get a confirmation email once you've submitted, so you know we’ve got your details.
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 retirement 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 analytical skills and attention to detail. This will give you a chance to demonstrate your ability to produce compliant financial planning reports, which is crucial for the job.
✨Understand Their Culture
Familiarise yourself with the company’s mission of 'Improving the Lives' of clients and staff. During the interview, share how your values align with theirs and how you can contribute to their family-like office environment.
✨Be Ready for Client Interaction
Since there may be opportunities to attend or host client meetings, prepare to discuss your experience in client-facing roles. Highlight any past successes in building relationships and providing excellent customer service.
