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 options, and excellent on-site facilities.
- Other info: Enjoy a dynamic workplace with opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience as a Paraplanner with strong report writing skills.
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.
Senior Paraplanner employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
