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.
Responsibilities
* Provide technical paraplanning support to the Advice process through detailed research and analysis of a wide variety of financial planning solutions.
* Work closely with the Advisory team and Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are updated.
* Be on hand to answer technical queries and produce well thought out and meaningful client reports that demonstrate attention to detail and understanding of client needs.
Paraplanner Requirements
* Experienced Paraplanner with great report writing skills
* Experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning
* Skills and knowledge to prepare client reviews, update cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
* Excellent IT skills and familiarity with major research systems (e.g. Analytics, Voyant etc)
About the Practice
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. This Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Application information
If you would like further information on this role prior to applying, please call. 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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