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Burgh Recruitment Ltd (Financial Services)
Location:
Stockton-on-Tees, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
c4fcf7281f81
Job Views:
8
Posted:
24.07.2025
Expiry Date:
07.09.2025
Job Description:
Paraplanner
Salary - Up to £50,000 (DoE)
Hours - Full or Part time
Are you an experienced Paraplanner looking for a varied and interesting role with a successful St. James's Place Partner Practice?
The Practice is highly successful and prides itself on offering a first-class service to all their 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 Financial Planners 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.
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
* You will need to be self-motivated and comfortable to manage your workload effectively.
St. James’s 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 £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.
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