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- Tasks: Support financial planners with research and prepare detailed reports for clients.
- Company: Join a leading FTSE 100 Wealth Management company known for its bespoke financial advice.
- Benefits: Enjoy flexible hours, hybrid working options, and a positive work/life balance.
- Why this job: Be part of a fast-paced team that values attention to detail and client satisfaction.
- Qualifications: Experience as a Paraplanner with strong report writing skills; Level 4 Diploma preferred but not essential.
- Other info: Opportunities for client-facing meetings and ongoing professional development.
Location - Hinckley / Hybrid
Salary - Up to £45,000 pa depending on experience
Hours - Flexible; Full or Part time
An SJP Partner Practice in Hinckley, Leicestershire is looking to appoint an experienced Paraplanner to join their growing team. The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing bespoke financial advice to existing clients and prospects in all areas of personal and corporate financial planning including retirement planning, investment planning, financial protection, mortgages, long term care, inheritance tax and estate planning.
This is an expanding and fast-paced business based in Hinckley, Leicestershire. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant advice sets and reports for the Financial Advisors / Partners to present to clients.
As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or host client-facing meetings from time to time. You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
Key Responsibilities:
- Supporting financial planners with research, analysis, and preparing financial plans for clients.
- Assisting with the creation of investment strategies, retirement planning, tax strategies, and insurance recommendations.
- Preparing reports, fact finds, and recommendations, ensuring accuracy and attention to detail.
- Maintaining and updating client records, ensuring compliance with industry regulations and best practices.
- Staying up to date with changes in financial legislation, tax policies, and investment products.
- Providing administrative support as needed and assisting in client-facing communications when required.
- Experience using St. James's Place software and systems.
- Experience using cash flow modelling software is preferable.
- Strong experience and knowledge with Microsoft products.
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 to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals.
- Hybrid working is an option with 2-3 days a week after 3 months.
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 approach to wealth management will help you tailor your discussions and demonstrate your knowledge during interviews.
✨Tip Number 2
Network with current or former employees of the SJP Partner Practice in Hinckley. They can provide valuable insights into the company culture and expectations, which can help you align your application and interview responses accordingly.
✨Tip Number 3
Stay updated on the latest changes in financial legislation and tax policies. Being well-informed will not only enhance your confidence but also show your commitment to the role and the industry during discussions with potential employers.
✨Tip Number 4
Prepare to discuss your experience with cash flow modelling software and Microsoft products. Highlighting your technical skills in these areas will demonstrate your readiness to support financial planners effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as research, report writing, and client communication to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in paraplanning, particularly with Life, Pension, and Investment products. Mention any specific software you have used, like St. James's Place systems or cash flow modelling software.
Showcase Your Report Writing Skills: Since strong report writing skills are crucial for this role, consider including examples of reports or documents you have prepared in the past. This will demonstrate your attention to detail and ability to produce compliant advice sets.
Tailor Your Application: Make sure to customise your application to reflect the values and culture of the SJP Partner Practice. Highlight your team fit and positive approach to work/life balance, as these are important to them.
How to prepare for a job interview at St. James's Place Wealth Management
✨Showcase Your Technical Expertise
As a Paraplanner, you'll need to demonstrate your knowledge of financial planning solutions. Be prepared to discuss specific cases where you've successfully conducted research and analysis, and how your findings contributed to effective financial strategies.
✨Prepare Detailed Reports
Since report writing is a key part of the role, bring examples of reports you've created in the past. Highlight your attention to detail and how you ensure compliance with industry regulations in your documentation.
✨Stay Updated on Financial Legislation
Make sure you're aware of recent changes in financial legislation and tax policies. During the interview, mention any relevant updates you've followed and how they could impact your work as a Paraplanner.
✨Emphasise Team Fit and Work-Life Balance
This practice values a positive work environment and work-life balance. Share your experiences working in teams and how you contribute to a collaborative atmosphere, as well as how you maintain a healthy balance between work and personal life.
