Overview
Paraplanner
Location: Edinburgh or Stirling
Salary up to £45,000 DoE + excellent benefits package
Hours: Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate)
A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status.
The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Responsibilities
* Provide technical paraplanning support within the Advice process, including research, analysis and report production for a variety of financial planning solutions.
* Collaborate with the Advisory team and Administrators to ensure accurate and compliant processing and CRM/back-office updates.
* Prepare clear client reports, cash flow models, investment performance reviews and supporting discussion documents.
* Respond to technical queries and contribute to high-quality client service.
Paraplanner Requirements
* Experienced Paraplanner with strong report writing skills
* Experience of financial planning solutions including investment, retirement, tax, and estate planning
* Ability to prepare client reviews, update cash flow models, investment performance reviews, and produce supporting materials
* Excellent IT skills and familiarity with major research systems (e.g. Analytics, Voyant, etc.)
About the Employer
St. James’s Place plc (SJP) is a leading 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. 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.
How to Apply
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.
For further information about this role prior to applying, please call.
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