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For Companies At a Glance
- Tasks: Prepare high-quality reports and support the financial advice process remotely.
- Company: Join a successful St. James's Place Wealth Management Partner Practice.
- Benefits: Competitive salary, fantastic bonus scheme, and full exam support for qualifications.
- Why this job: Make a real impact in a supportive, client-focused environment while working from anywhere.
- Qualifications: Experience as a Paraplanner within an SJP Partner Practice is essential.
- Other info: Enjoy a collaborative team culture with excellent career development opportunities.
The predicted salary is between 40000 - 45000 £ per year.
FULLY REMOTE - SJP Partner Practice
Salary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus).
About the Opportunity
Our client is a highly successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience.
The Role
The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework.
Key Responsibilities
- Produce high-quality, compliant suitability reports within SJP standards
- Conduct detailed research across pensions, investments, IHT and retirement planning
- Analyse client information and prepare recommendations for the Advisers
- Maintain accurate and compliant records using SJP systems
- Prepare review reports, cashflow data and documentation for client meetings
- Liaise professionally with clients, providers and internal teams
- Ensure all advice aligns with SJP's regulatory requirements and risk standards
- Support ongoing advice processes including reviews, switches and servicing
About You
The ideal candidate will have solid experience as a Paraplanner within an SJP Partner Practice and be confident supporting the full financial planning process. Full DipPFS is not essential – strong SJP experience is.
Essential Skills & Experience
- Proven paraplanning experience within an SJP Partner Practice
- Strong working knowledge of SJP systems, processes and report workflows
- High level of technical understanding across pensions, investments and protection
- Excellent attention to detail and accuracy
- Confident producing full suitability/recommendation reports
- Strong understanding of compliance requirements in a regulated environment
- Comfortable working independently in a remote setting
Personal Qualities
- Professional, discreet and client-focused
- Analytical, detail-driven and thorough
- Calm under pressure with a solutions-led approach
- Proactive, organised and able to manage multiple priorities
- Keen to develop professionally and progress qualifications
What Our Client Offers
- Fully remote working
- Fantastic and above-average bonus scheme
- Full exam support toward Diploma (if not yet completed)
- Access to SJP training and development pathways
- Supportive and collaborative team culture
- Opportunity to work closely with an experienced Managing Partner
Paraplanner - FULLY REMOTE ROLE employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - FULLY REMOTE ROLE
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those with SJP experience. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for virtual interviews by practising common paraplanning questions. Make sure you can showcase your technical skills and attention to detail, as these are key in this role. We recommend doing mock interviews with friends or using online platforms.
✨Tip Number 3
Show off your knowledge of SJP systems and processes during interviews. Brush up on compliance requirements and be ready to discuss how you ensure accuracy in your reports. This will demonstrate your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner - FULLY REMOTE ROLE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your SJP background and any relevant paraplanning experience to show us you’re the right fit!
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 experience aligns with our client’s needs. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. This will demonstrate your commitment to quality and compliance right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your SJP Stuff
Make sure you brush up on your knowledge of SJP systems and processes. Familiarise yourself with their compliance requirements and how they operate within the financial planning framework. This will show that you're not just a good Paraplanner, but one who understands the specific nuances of working with SJP.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy in producing suitability reports, be prepared to discuss examples from your past work where your attention to detail made a difference. Bring along any relevant documents or reports you've worked on to demonstrate your skills.
✨Prepare for Technical Questions
Expect questions that dive deep into pensions, investments, and IHT. Brush up on your technical knowledge and be ready to explain complex concepts clearly. This will not only highlight your expertise but also your ability to communicate effectively with clients and advisers.
✨Emphasise Your Remote Work Skills
Since this is a fully remote role, it's crucial to convey your ability to work independently. Share experiences where you've successfully managed your time and priorities while working remotely. Highlight any tools or strategies you use to stay organised and productive in a virtual environment.