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- Tasks: Create detailed financial reports and provide expert advice on technical queries.
- Company: Join a leading FTSE 100 Wealth Management company with a stellar reputation.
- Benefits: Fully remote work, competitive pay, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on client satisfaction and career advancement.
- Why this job: Make a real difference in clients' financial journeys while honing your skills.
- Qualifications: Experience as a Paraplanner with strong report writing and technical knowledge.
The predicted salary is between 40000 - 50000 £ per year.
Location: Fully Remote.
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. 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.
Responsibilities:
- 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.
- 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 always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Requirements:
- Experience as a Paraplanner with strong report writing skills.
- Level 4 Diploma desirable but not required if you have good paraplanning experience.
- Experience of Life, Pension, Investment and IHT products with strong technical knowledge.
- Self‑motivated and able to manage workload effectively.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Administrative
Application Process: 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 button 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
Contact Detail:
Burgh Recruitment 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 work with paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss life, pension, and investment 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, you’ll receive a confirmation email, so you know we’ve got your back throughout the process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning reports and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. We love seeing genuine enthusiasm!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately.
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to receive your application. Just follow the prompts and make sure to tick that Privacy Policy box before hitting submit!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially Life, Pension, and Investment options. Being able to discuss these confidently will show that you’re the right fit for the Paraplanner role.
✨Showcase Your Report Writing Skills
Prepare a sample report or two that highlights your attention to detail and ability to present complex information clearly. This will demonstrate your capability to produce compliant financial planning reports.
✨Understand the Client Journey
Familiarise yourself with the full client journey in financial planning. Be ready to discuss how you would conduct research and liaise with the Administration team to ensure everything runs smoothly.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and their expectations for the Paraplanner role. This shows your genuine interest and helps you assess if it’s the right fit for you.