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- Tasks: Support financial advisors by providing expert analysis and creating 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 difference in clients' lives while growing your career in a supportive environment.
- Qualifications: Must have Level 4 Diploma and experience as a Paraplanner with strong analytical skills.
- Other info: Enjoy a positive work/life balance and the company of an office dog!
The predicted salary is between 30000 - 42000 £ per year.
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.
Responsibilities:- 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.
- Producing compliant financial planning reports for our Financial Advisor/Partner to present to clients.
- 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.
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.
Paraplanner in Alderley Edge employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Alderley Edge
✨Tip Number 1
Get to know the company before your interview! Research Burgh Recruitment and their values, especially their mission of 'Improving the Lives'. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your technical knowledge! As a Paraplanner, you'll need to demonstrate your expertise in financial planning solutions. Brush up on your report writing and analytical skills so you can impress during the interview.
✨Tip Number 3
Don’t be shy about reaching out! Direct message the job poster from Burgh Recruitment if you have any questions or want to express your enthusiasm. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, make sure to tick the Privacy Policy box and follow all steps to complete your application smoothly.
We think you need these skills to ace Paraplanner in Alderley Edge
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 Technical Skills: As a Paraplanner, technical expertise is key. In your application, be sure to mention your qualifications, like your Level 4 Diploma, and any specific experience with retirement planning and investment products. We’re keen to see what you bring to the table!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, make sure to tick that Privacy Policy box before hitting 'apply' – we want to keep everything above board!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
As a Paraplanner, you'll need to demonstrate your technical expertise. Brush up on financial planning solutions, retirement products, and investment strategies. Be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the job, prepare examples of your past reports. Highlight your attention to detail and how your recommendations have positively impacted clients. This will show that you can produce compliant and meaningful advice.
✨Emphasise Team Fit
Burgh Recruitment values a positive work environment. During the interview, share experiences that highlight your ability to work collaboratively. Mention how you align with their mission of 'Improving the Lives' of clients and colleagues alike.
✨Be Ready for Client Interaction
Even though the role is primarily behind the scenes, there may be opportunities for client-facing meetings. Prepare to discuss any relevant experience you have in this area and how you would handle client queries or presentations.
