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- Tasks: Take ownership of paraplanning and support holistic financial planning for high-net-worth clients.
- Company: Join a growing, personable wealth management practice operating fully remotely.
- Benefits: Competitive salary, fully remote work, and clear pathway to an advisory role.
- Why this job: Work closely with an Adviser and make a real impact in a dynamic environment.
- Qualifications: Proven St. James’s Place paraplanning experience and strong Voyant cashflow modelling skills.
- Other info: Exciting growth opportunities in a close-knit, entrepreneurial firm.
The predicted salary is between 44000 - 48000 £ per year.
An excellent opportunity has arisen for an experienced St. James’s Place Paraplanner to join a growing, highly personable and forward-thinking wealth management practice operating on a fully remote basis. This is a rare chance to join a small, close-knit firm at an exciting stage of growth, working directly alongside an established Adviser with a high-quality HNW client bank and a strong pipeline of new client acquisitions.
The Role
Working closely with the Adviser, you will take full ownership of the paraplanning function and support the ongoing delivery of holistic financial planning to a HNW client base. Responsibilities will include:
- Preparing high-quality suitability reports in line with SJP standards
- Producing detailed Voyant cashflow modelling and scenario planning
- Pension, investment and retirement planning analysis
- Supporting business acquisition integration and new client onboarding
- Conducting research and technical analysis across SJP solutions
- Working autonomously within a fully remote environment
This role will suit a technically strong, self-sufficient Paraplanner who enjoys working closely with an Adviser and being part of a growing, entrepreneurial firm.
Key Requirements
- Proven St. James’s Place paraplanning experience (essential)
- Strong Voyant cashflow modelling expertise (essential)
- Diploma qualified (Level 4)
- Minimum 2–3 years paraplanning experience
- Able to work independently in a remote role
- Strong technical knowledge across pensions, investments and tax planning
The Opportunity
- Salary £55,000 – £60,000
- Fully remote working
- Direct collaboration with the Adviser and leadership
- Exposure to HNW and entrepreneurial clients
- Growing firm with strong client acquisition strategy
Future Adviser Pathway
There is a clear long-term opportunity to move into an Advisory role within 2–5 years, and this can be written into the employment contract for the right individual.
For a confidential discussion or to apply, please contact Laura McKendry.
Paraplanner to adviser (remote) in Leigh employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner to adviser (remote) in Leigh
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience with St. James’s Place. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work in paraplanning, especially any high-quality suitability reports or cashflow models you've created. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to firms you admire. Express your interest in their work and ask if they’re looking for someone with your skills. You never know what opportunities might pop up!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows you’re serious about joining our team and helps us get to know you better.
We think you need these skills to ace Paraplanner to adviser (remote) in Leigh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your St. James’s Place paraplanning experience and Voyant cashflow modelling skills. We want to see how your background aligns with the role, so don’t hold back on showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our growing firm and how your skills can contribute to our success. Keep it personal and engaging – we love to see your personality come through.
Showcase Your Technical Knowledge: In your application, make sure to demonstrate your strong technical knowledge across pensions, investments, and tax planning. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your St. James’s Place paraplanning experience and be ready to discuss specific cases you've worked on. Highlight your expertise in Voyant cashflow modelling and how it has benefited your previous clients.
✨Showcase Your Independence
Since this role is fully remote, demonstrate your ability to work autonomously. Share examples of how you've successfully managed your time and projects without direct supervision, ensuring the interviewer knows you're self-sufficient.
✨Connect with the Adviser
This position involves close collaboration with an Adviser, so be prepared to discuss how you can support their work. Think about how your skills can complement their approach and how you can contribute to the firm's growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s client acquisition strategy and future growth plans. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals, especially regarding the Adviser pathway.