Paraplanner (Part-time or Full time)

New Yesterday

Paraplanner (Part-time or Full time)
Location - Alderley Edge, Cheshire (SK9)

Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance
We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued growth of the practice.
Our business has been established for 15 years within SJP. Our mission is in 'Improving the Lives' of all those associated with our practice, be that our existing clients or our staff. Our office has a family feel and a superb location on the edge of Alderley Edge village, next to the train station. We pride ourselves on the quality of our advice and the level of customer service provided to our clients.
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor/Partner to present to clients.
As part of our paraplanning team, you will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative recommendations and liaising with the Client Service 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 demonstrate a high attention to detail and in depth understanding of the client needs. You will strive to produce well thought out and meaningful advice to our clients and work closely with our client facing Partner/ adviser to achieve excellent recommendations.
Paraplanner Requirements
You should be an experienced Paraplanner with great report writing and analytical skills
You should be a fully qualified Paraplanner with a Level 4 Diploma and have previous experience in performing this role, ideally within another St. James's Place Partner Practice
You will have experience of a broad range of retirement planning and investment products, as well as financial protection recommendations
Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
We are seeking someone to be present with us at our office location, offering home working as a flexibility when required only.
We would consider applicants on either a full-time or part-time basis, everyone in our office has childcare needs and we can be flexible to this if required. We also have an office dog who provides us with added motivation and is always on the look-out for new best friends (in exchange for treats).
St. Jamess Place plc (SJP) is a leading, a 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 £198.5bn. 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.

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Location:
Alderley Edge
Salary:
£35,000
Job Type:
PartTime
Category:
Banking

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