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- Tasks: Provide technical expertise and create detailed financial planning reports for clients.
- Company: Join a successful SJP Partner Practice in Leicestershire with a supportive culture.
- Benefits: Highly competitive salary, bonus potential, and flexible hybrid working options.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience as a Paraplanner with strong report writing skills; Level 4 Diploma preferred.
- Other info: Enjoy a positive work/life balance in a dynamic and growing team.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Paraplanner
Location – Market Bosworth, Leicestershire
Salary – Highly competitive + bonus
Hours – Full-Time / Office Based – (Hybrid will be considered for the right candidate)
We are an SJP Partner Practice in Leicestershire 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 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 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, a 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 employer: Burgh Recruitment Ltd
Contact Detail:
Burgh Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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 insider info or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss various financial products confidently. We want you to shine when they ask about your experience with life, pension, and investment products!
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your previous work to demonstrate your attention to detail and ability to produce compliant financial planning reports. This will help you stand out as a strong candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our positive work culture.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with Life, Pension, and Investment products, and showcase your report writing skills. We want to see how you fit into our team!
Showcase Your Attention to Detail: Since producing detailed and compliant financial planning reports is key, ensure your application reflects your meticulous nature. Use clear formatting and check for any typos or errors before hitting send. We love a well-presented application!
Be Yourself: We’re looking for like-minded individuals who value work/life balance. Don’t hesitate to let your personality shine through in your application. Share what makes you tick and how you can contribute to our positive team culture.
Apply Through Our Website: Remember to apply through our website as directed. It’s super straightforward! Just tick the Privacy Policy box and click that green 'apply to this job' button. We can’t wait to see your application come through!
How to prepare for a job interview at Burgh Recruitment Ltd
✨Know Your Stuff
As a Paraplanner, you'll need to demonstrate your technical expertise. Brush up on your knowledge of life, pension, and investment products. Be ready to discuss specific examples from your experience that showcase your understanding and ability to conduct detailed research.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare to discuss your approach to creating compliant financial planning reports. Bring along samples of your previous work if possible, and be ready to explain how you ensure clarity and attention to detail in your reports.
✨Understand the Client Journey
Familiarise yourself with the full client journey in financial planning. Be prepared to talk about how you’ve supported Financial Advisors in the past and how you ensure that clients receive tailored solutions. This will show that you’re aligned with the practice's commitment to first-class service.
✨Fit In with the Team Culture
Team fit is crucial for this role, so do some research on the company culture. Think about how your values align with theirs, especially regarding work/life balance. Be ready to share examples of how you contribute positively to team dynamics in your previous roles.