At a Glance
- Tasks: Support Advisers with technical queries and prepare detailed financial reports.
- Company: Join a leading FTSE 100 Wealth Management company in a supportive environment.
- Benefits: Competitive salary, hybrid working, and excellent on-site facilities.
- Other info: Enjoy a dynamic workplace with opportunities for professional development.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Experience in paraplanning and strong report writing skills required.
The predicted salary is between 45000 - 45000 £ per year.
Location - Chorley, Lancashire/Hybrid
Salary - £45,000 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.
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 products.
Paraplanner (Pensions) in Chorley employer: Burgh Recruitment
At our SJP Partner Practice in Chorley, Lancashire, we pride ourselves on fostering a supportive and collaborative work environment that values employee growth and development. With a competitive salary of £45,000 pa, excellent benefits, and the flexibility of hybrid working, we empower our Senior Paraplanners to excel in their roles while enjoying a healthy work-life balance. Join us to be part of a long-established team dedicated to delivering exceptional financial solutions and making a meaningful impact in our clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions) in Chorley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burgh Recruitment. 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 Paraplanner (Pensions) in Chorley
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.
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'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
✨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.
✨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 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 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.
