Burgh Recruitment
Senior Paraplanner
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Senior Paraplanner
Location
Leeds - Hybrid
Salary
Up to £50,000 (DoE)
About the Opportunity
Working as part of the team at an Appointed Representative of St. James’s Place Plc, an excellent opportunity has arisen for an experienced Senior Paraplanner to join a highly successful St. James’s Place Practice.
Working closely with the Partner, you will play a key role in supporting the ongoing growth and success of the business providing high-quality paraplanning support. This is an exciting opportunity for a motivated and detail-oriented professional who thrives in a collaborative environment and is looking to make a significant contribution to a growing and successful Practice.
The Role
Senior Paraplanner
Working closely with the Partner, you will play a pivotal role in supporting the delivery of high-quality financial planning services. Your responsibilities will include:
- Managing all aspects of the client advice journey, ensuring work is completed efficiently, accurately, compliantly, and within agreed timescales.
- Supporting a portfolio of clients with complex financial planning needs, providing exceptional service and building strong, long-term relationships.
- Ensuring all advice meets regulatory requirements and the highest professional standards.
- Working proactively with the Partner to ensure seamless delivery of advice and an outstanding client experience.
- Contributing to the ongoing development and improvement of operational systems and processes within the Practice.
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The Person
This role would suit a confident, driven, and technically strong professional with excellent paraplanning experience.
- A proactive “can-do” attitude and strong attention to detail.
- Experience within an IFA or Wealth Management environment, ideally an SJP Partner Practice.
- Level 4 DipPFS qualified or Chartered.
- Strong technical knowledge of Tax, Trusts, Investments, and Pensions.
- Highly organized with excellent IT skills.
- Confident dealing with clients and third parties.
- Professional, discreet, and able to handle sensitive information with confidence.
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About St. James’s Place plc (SJP)
SJP is a leading, 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 £240.8bn. This business is well established and highly successful.
The Application Process
The application process is straightforward, and we personally review every application received.
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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