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- 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.
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. Your duties will focus on covering the full client journey, including:
- Conducting research to source suitable solutions
- Completing detailed and informative recommendations
- 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 (Part-time or Full time) in Alderley Edge employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Part-time or Full time) in Alderley Edge
✨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 report writing skills. We want to see how you can bring value to our team, so be ready to discuss your past experiences and how they relate to the role of a Paraplanner.
✨Tip Number 3
Show us your personality! We’re all about team fit here, so don’t be afraid to let your character shine through during interviews. Share your thoughts on work/life balance and how you’d contribute to our family feel at the office.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll get a confirmation email from Burgh Recruitment, so you know we’ve got your back every step of the way.
We think you need these skills to ace Paraplanner (Part-time or Full time) in Alderley Edge
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your experience as a Paraplanner. We want to see your report writing and analytical skills shine through in your application. Tailor your CV and cover letter to reflect how your background aligns with our mission of 'Improving the Lives' of our clients.
Be Personal: Don’t just send a generic application! We love a personal touch, so share why you’re excited about joining our team at Alderley Edge. Mention what draws you to our family feel and how you can contribute to our positive work environment.
Attention to Detail is Key: As a Paraplanner, attention to detail is crucial. Make sure your application is free from typos and errors. This not only reflects your professionalism but also shows us that you take pride in your work, which is something we value highly.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. Follow the instructions carefully, especially when it comes to ticking the Privacy Policy box. Once you hit 'apply', keep an eye out for that confirmation email from Burgh Recruitment!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement planning 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 position.
✨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 atmosphere.
✨Be Ready for Client Interaction
Since there may be opportunities to attend or host client meetings, think about how you would approach these situations. Prepare examples of how you've successfully communicated complex information to clients in the past.
