Paraplanner - London, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner

Location -Fully Remote

Salary - up to £45k + Bonus

We are an SJP Partner Practice 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.

Plus, producing compliant financial planning reports for our FinancialAdvisors/Partners to present to 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 andliaising with the Administration team to ensure business is accurately processed and systems are correctly updated.

There may be opportunities to attend or even 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.

Paraplanner Requirements

You should be an experienced Paraplanner with great report writing skills, preferably with SJP
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 likeminded individuals

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 excessof £143bn. This practice is well established and highly successful