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: Competitive salary, hybrid working, and ample on-site parking.
- Other info: Enjoy a supportive team environment with opportunities for professional growth.
- 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 50000 - 50000 £ per year.
- Senior Paraplanner
- Location - Chorley, Lancashire / Hybrid
- Salary - £50,000 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.
- Senior 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.
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Senior Paraplanner in Healey employer: Burgh Recruitment Ltd (Financial Services)
As a Senior Paraplanner at our esteemed SJP Partner Practice in Chorley, Lancashire, you will be part of a long-established and successful team dedicated to delivering exceptional financial services. We offer a supportive work culture that values professional growth, with hybrid working options and a commitment to employee development, ensuring you thrive in your role while enjoying the benefits of a convenient location and ample on-site parking.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Healey
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Don’t shy away from reaching out directly to firms like Burgh Recruitment Ltd (Financial Services). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Healey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burgh Recruitment Ltd (Financial Services).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burgh Recruitment Ltd (Financial Services)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burgh Recruitment Ltd (Financial Services).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burgh Recruitment Ltd (Financial Services) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burgh Recruitment Ltd (Financial Services) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
