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- Tasks: Provide technical expertise and support in financial planning through research and report writing.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, bonuses, and a positive work/life balance.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in paraplanning and strong report writing skills are essential.
- Other info: Opportunities for client interaction and career growth in a supportive team.
The predicted salary is between 42000 - 58000 £ per year.
Location - London
Salary - Up to 50,000 (DoE) + Benefits / Bonus
We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides 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.
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, plus producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
As our Paraplanner, 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
- Liaising with the Administration 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 always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
Paraplanner Requirements
- You should be an experienced Paraplanner with great report writing skills
- Level 4 Diploma is desirable but not required if you have good paraplanning experience
- You will have experience of Life, Pension and Investment products
- Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
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 *****bn. 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 in England employer: Burgh Recruitment Ltd (Financial Services)
Contact Detail:
Burgh Recruitment Ltd (Financial Services) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work with paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss life, pension, and investment products. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your experience in producing compliant financial planning reports. Show us how your skills align with what we’re looking for in a Paraplanner.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind. We love seeing candidates who are proactive!
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your paraplanning experience and report writing skills in your application. We want to see how you can bring your expertise to our team, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for this role. Mention specific experiences that relate to the job description, especially around financial planning solutions and client reports. It’ll make you stand out!
Be Professional Yet Personable: While we appreciate professionalism, we also value a friendly approach. Let your personality shine through in your written application – we’re looking for like-minded individuals who fit our positive work culture.
Apply Through Our Website: Don’t forget to apply through our website! Follow the instructions carefully, 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 Ltd (Financial Services)
✨Know Your Financial Products
Make sure you brush up on your knowledge of life, pension, and investment products. The interviewers will likely ask you about these areas, so being able to discuss them confidently will show that you're the right fit for the role.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, prepare examples of reports you've written in the past. Bring along samples or be ready to discuss how you approach creating detailed and compliant financial planning reports.
✨Demonstrate Team Fit
This practice values a positive work/life balance and team dynamics. Be prepared to talk about your previous experiences working in teams and how you contribute to a collaborative environment. Highlight any instances where you’ve helped foster a positive team culture.
✨Prepare for Client Interaction Scenarios
Even if you won't be client-facing all the time, it's good to show that you understand the importance of client relationships. Think of scenarios where you might have had to explain complex financial concepts to clients and how you made it accessible for them.
