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Paraplanner
Location – Farnham, Surrey (GU9) Hybrid or Remote working
Salary - Negotiable - Highly Competitive
This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients.
You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process.
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.
Key Responsibilities: Paraplanner
Technical Support
Case Ownership
Financial Planning Support
Team Collaboration
About You: Paraplanner
We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work.
You will have:
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.
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 £240.8bn. 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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