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- Tasks: Join a remote team as a Paraplanner, focusing on client financial planning and report writing.
- Company: Work with St. James’s Place, a top FTSE 100 Wealth Management firm.
- Benefits: Enjoy flexible part-time hours and a competitive salary up to £45,000 FTE.
- Why this job: Be part of a supportive team that values work/life balance and client success.
- Qualifications: Experience in paraplanning and financial products is essential; Level 4 Diploma is a plus.
- Other info: Candidates will undergo standard Financial and Identity checks.
Part-Time Paraplanner
Hours: Part time; approx. 20-25 per week, negotiable
Location: Remote
Salary: up to £45,000 FTE depending on experience.
An SJP Partner Practice is looking to appoint an experienced Paraplanner to join their small but growing team, working part time and remotely. The Practice is highly successful 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.
As the Paraplanner, you will focus on the whole client journey, providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions. You will always strive to produce well thought out, meaningful and compliant financial planning reports that demonstrate your attention to detail and understanding of client needs.
The Role:
- You will be working closely with the Advisor, producing suitability reports and advice sets, providing documentation and illustrations for Client meetings.
- Conduct research to source suitable solutions, completing detailed and informative reports.
- You will be inputting and maintaining detailed client information to support the Advisor team as well as ensuring supporting documentation and back-office systems are maintained and all client files remain compliant.
- You will provide an efficient and professional point of contact for clients.
- You will be processing cases and transacting client investments, and liaising with SJP admin teams.
Paraplanner Requirements:
- You should be an experienced Paraplanner with great report writing skills.
- Level 4 Diploma is desirable but not required if you have good paraplanning experience.
- You will have experience of Life, Pension, and Investment products.
- Team fit is important, the practice has a positive approach to work/life balance, and are looking for like-minded individuals.
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. SJP has funds under management in excess of £190.2bn.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Paraplanner employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products and services offered by St. James's Place. Understanding their investment and retirement solutions will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Network with current or former employees of SJP or similar practices. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your application process.
✨Tip Number 3
Prepare to discuss your report writing skills in detail. Since this role emphasises producing meaningful and compliant financial planning reports, be ready to share examples of your previous work and how you ensure attention to detail.
✨Tip Number 4
Highlight your ability to work collaboratively within a team. Given that the practice values a positive work/life balance, showcasing your teamwork skills and how you contribute to a supportive environment can set you apart from other candidates.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your report writing skills and familiarity with Life, Pension, and Investment products. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your values align with their positive approach to work/life balance and your commitment to providing excellent client service.
Showcase Attention to Detail: In your application, emphasise your ability to produce detailed and compliant financial planning reports. Provide examples of how you have successfully managed client information and maintained compliance in previous roles.
Follow Application Instructions: When applying, ensure you follow the instructions carefully. Tick the Privacy Policy box and click the green 'apply to this job' button at the bottom of the application page to avoid any issues with your submission.
How to prepare for a job interview at St. James's Place Wealth Management
✨Showcase Your Report Writing Skills
As a Paraplanner, strong report writing skills are essential. Prepare examples of your previous reports and be ready to discuss your approach to creating clear, compliant, and meaningful financial planning documents.
✨Demonstrate Your Technical Knowledge
Familiarise yourself with various Life, Pension, and Investment products. Be prepared to discuss how you have used this knowledge in past roles to provide effective solutions for clients.
✨Emphasise Team Fit and Work-Life Balance
This practice values a positive work environment. Highlight your ability to collaborate effectively with advisors and your commitment to maintaining a healthy work-life balance, which aligns with their culture.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss your experience with maintaining client files and ensuring documentation meets regulatory standards. This will demonstrate your attention to detail and understanding of the industry.
