Trainee Paraplanner

Burgh Recruitment Ltd
Closing date
11 Jun 2022

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Contract Type
Full Time
Trainee Paraplanner

Location - West Park, Leeds, LS16

Salary - Trainee with no experience £22k + Performance Bonus

Salary - Level 4 Diploma £27k + Performance Bonus

We are an SJP Partner Practice in the West Park area of Leeds looking to appoint a highly motivated trainee or experienced paraplanner to join our growing team. Our practice is highly successful and prides itself on offering a first-class service to all our 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. plus, producing compliant financial planning reports for our Financial Advisors to present to clients

As a 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 to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend client facing meetings from time to time.

You will always strive to produce well thought out and meaningful client reports that demonstrate your attention to detail and understanding of their needs.

Paraplanner Requirements
  • Progression towards a Level 4 Diploma is advantageous
  • For the right candidate, a full training programme will be provided for those seeking a Level 4 Diploma, DipPFS qualification
  • Ideally you will have experience of pension and investment products
  • Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
  • You should live within easy commute of our business premises as the full team are office based

St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. This practice 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.

Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.

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