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- Tasks: Join our team as a Paraplanner, providing expert support and creating detailed financial reports.
- Company: Be part of St. James’s Place, a top FTSE 100 Wealth Management firm with a stellar reputation.
- Benefits: Enjoy a competitive salary, work-life balance, and a supportive team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic setting.
- Qualifications: Experience in paraplanning and strong report writing skills are essential; Level 4 Diploma is a plus.
- Other info: Located in Whitstable, this full-time role offers a chance to grow within a successful practice.
Location - Whitstable (CT5)
Salary - £30,000 to £40,000 (DoE)
Hours - Full-Time
We are a Senior SJP Partner Practice in Whitstable looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
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. You will be responsible for producing compliant financial planning reports for two Financial Planners to present to our clients.
As our 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. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
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, Investment and IHT products with strong technical knowledge
- Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals in our small team
- You will need to be self-motivated and comfortable to manage your workload effectively.
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 £188.6bn. This business is well established and highly successful.
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 mentioned in the job description, such as Life, Pension, Investment, and IHT products. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with current or former Paraplanners in similar roles, especially those who have worked with St. James’s Place or similar firms. They can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Prepare to discuss your report writing skills in detail. Since this role emphasises producing compliant financial planning reports, think of examples from your past experience where your reports made a significant impact on client decisions or team processes.
✨Tip Number 4
Showcase your ability to work effectively within a team. Since team fit is important for this role, be ready to share experiences that highlight your collaborative skills and how you contribute positively to a work environment.
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 skills required, such as report writing and technical knowledge of financial products.
Tailor Your CV: Customise your CV to highlight your relevant experience in paraplanning, particularly focusing on your report writing skills and any specific financial products you've worked with. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience, how it aligns with their needs, and your understanding of the importance of client service in financial planning.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are clear and professional. Attention to detail is crucial for this role.
How to prepare for a job interview at St. James's Place Wealth Management
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of Life, Pension, Investment, and IHT products. Be prepared to discuss specific examples from your experience that highlight your technical expertise and how it can benefit the team.
✨Prepare Detailed Reports
Since report writing is a key part of the role, practice presenting a sample report or two during your interview. This will not only showcase your writing skills but also your ability to convey complex information clearly and effectively.
✨Emphasise Team Fit
The company values a positive work/life balance and team cohesion. Be ready to discuss how you work within a team, share your approach to collaboration, and provide examples of how you've contributed to a positive team environment in the past.
✨Demonstrate Self-Motivation
As the role requires managing your workload effectively, share instances where you've successfully managed multiple tasks or projects independently. Highlight your organisational skills and how you prioritise your responsibilities.
