At a Glance
- Tasks: Prepare reports, liaise with partners, and manage your own case pipeline.
- Company: Join a supportive team that collaborates with SJP practices across the UK.
- Benefits: Enjoy 30 days holiday, free gym membership, and flexible working options.
- Other info: Regular team socials and a bike to work scheme enhance your work-life balance.
- Why this job: Experience remote work freedom while developing your skills in a dynamic environment.
- Qualifications: Experience in paraplanning and a Level 4 Diploma (or nearing completion) required.
Paraplanner Wakefield | Hybrid / Remote Considered | Up to £45,000 We're working with a growing wealth management practice in Wakefield that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation
Paraplanner (SJP) employer: Ellis James Partners Ltd
Ellis James Partners Ltd is an exceptional employer located in the vibrant town of Taunton, Somerset, offering a dynamic work environment where autonomy and professional growth are at the forefront. As a Senior Insolvency Manager, you will not only lead complex cases but also have the opportunity to mentor junior staff, fostering a collaborative culture that values innovation and continuous improvement. With competitive salaries and a strong emphasis on employee development, this role provides a meaningful and rewarding career path in the insolvency sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (SJP)
✨Tip Number 1
Familiarise yourself with the SJP model and its expectations. Understanding their specific processes and products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former paraplanners at SJP. Engaging with them can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Brush up on your report-writing skills. Since strong attention to detail and effective communication are key for this role, practice writing clear and concise reports that showcase your analytical abilities.
✨Tip Number 4
Stay updated on industry changes and technical knowledge relevant to paraplanning. This will not only prepare you for potential interview questions but also show that you are proactive and committed to your professional development.
We think you need these skills to ace Paraplanner (SJP)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in paraplanning, especially any exposure to SJP. Emphasise your Level 4 Diploma status and relevant skills that align with the job description.
Craft a Compelling Cover Letter:Write a cover letter that showcases your attention to detail and report-writing skills. Mention your ability to work independently and remotely, as well as your familiarity with the SJP model.
Showcase Relevant Experience:In your application, provide specific examples of your past paraplanning roles. Discuss how you managed case pipelines and met deadlines, as these are key aspects of the job.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your strong communication skills and attention to detail, which are crucial for this role.
How to prepare for a job interview at Ellis James Partners Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous experience in a paraplanning role, especially if you have worked with SJP. Be prepared to discuss specific cases you've handled and how they relate to the responsibilities of the position.
✨Demonstrate Technical Knowledge
Stay updated on the latest industry changes and technical knowledge relevant to paraplanning. During the interview, be ready to discuss how you keep your skills sharp and how you apply this knowledge in your work.
✨Communicate Clearly and Confidently
As a paraplanner, strong communication skills are essential. Practice articulating your thoughts clearly, both verbally and in writing. You might be asked to explain complex concepts, so ensure you can do so in an understandable way.
✨Prepare Questions About the Role
Show your interest in the position by preparing thoughtful questions about the role and the company. Inquire about the team structure, support for professional development, and how they handle case pipelines, as this demonstrates your proactive approach.
