At a Glance
- Tasks: Produce detailed financial planning reports and conduct research for client solutions.
- Company: Join a successful St. James's Place Partner Practice with a remote team.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Be part of a well-established company with a focus on client success.
- Why this job: Make a real impact in wealth management while developing your skills.
- Qualifications: Experience as a Paraplanner with strong report writing and technical knowledge.
The predicted salary is between 28800 - 48000 £ per year.
Are you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice? The Practice is very established and prides itself on offering a first-class service to all their 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.
You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. As the 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 who ensure all business is accurately processed and systems are correctly updated. You will be joining a well established, fully remote team. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Responsibilities:
- You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.
Qualifications:
- 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, Investment and IHT products with strong technical knowledge.
- You will need to be self-motivated and comfortable to manage your workload effectively.
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 £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 in Farnham employer: Burgh Recruitment
Join a highly successful St. James's Place Partner Practice as a Paraplanner, where you will thrive in a fully remote environment that values your expertise and attention to detail. With a commitment to providing first-class service to a High Net Worth client base, the company fosters a collaborative work culture that encourages professional growth and development, ensuring you have the resources and support needed to excel in your role. Experience the unique advantage of working with a well-established firm that prioritises employee satisfaction and offers a range of investment and retirement solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with St. James's Place or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss Life, Pension, Investment, and IHT products. We want you to shine when they ask about your experience!
✨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 set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, make sure to tick that Privacy Policy box and keep an eye out for that confirmation email after you hit 'apply'!
We think you need these skills to ace Paraplanner in Farnham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight your experience as a Paraplanner. Use keywords from the job description to show that you understand what they’re looking for and how you fit the bill.
Show Off Your Report Writing Skills:Since report writing is key for this role, include examples of your previous work or mention specific projects where you’ve produced detailed financial planning reports. This will demonstrate your expertise and attention to detail.
Be Clear and Concise:When filling out your application, keep your language clear and to the point. Avoid jargon unless it’s relevant, and make sure your points are easy to understand. We want to see your skills without wading through unnecessary fluff!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Just follow the prompts, tick the Privacy Policy box, and hit that green 'apply to this job' button at the bottom of the page.
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of Life, Pension, Investment, and IHT products. Being able to discuss these confidently will show that you’re not just familiar with the basics but can also provide valuable insights during the interview.
✨Prepare Detailed Reports
Since you'll be responsible for producing compliant financial planning reports, practice writing a few sample reports before your interview. This will help you articulate your report writing skills and demonstrate your attention to detail.
✨Research the Company
Take some time to understand St. James's Place and their approach to wealth management. Knowing their values and how they serve their clients will allow you to tailor your answers and show that you’re genuinely interested in being part of their team.
✨Showcase Your Self-Motivation
As this role is fully remote, it’s crucial to convey your ability to manage your workload effectively. Prepare examples from your past experience where you successfully worked independently and met deadlines without supervision.
