Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) 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 £198.5bn. 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.
Sep 03, 2025
Full time
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) 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 £198.5bn. 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.
Practice Manager Location: Solihull, West Midlands Salary: up to £50,000 Benefits Working as part of the team at an Appointed Representative of St. James's Place Plc. An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Managing Partner Practice. You will be managing the operational needs of this busy practice which supports 5 Financial Advisors and 8 support staff. The Role: Practice Manager Managing the workflow and performance of staff, ensuring they deliver excellent customer service outcomes and meet their targets Recruiting, training, and developing new and existing staff, providing them with feedback and coaching Solving any problems or issues that arise within the practice, liaising with clients, third parties and other stakeholders as needed Ensuring compliance is followed with all internal/external regulations and policies, maintaining accurate records and documentation Developing and implementing strategic plans for the growth and improvement of the practice, aligning them with the firm's vision and goals The Person: Practice Manager A track record as a manager, in an operational office-based environment. Ideally this would be in a Financial Services business, but this is not essential Excellent people management and leadership skills, with the ability to motivate and inspire others Experience of managing and developing others and will be able to demonstrate this at interview Strong workflow management and organizational skills, with the ability to prioritize and delegate tasks effectively Excellent problem solving and decision-making skills, with the ability to handle complex and challenging situations. You have common sense and influencing skills Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and staff A high level of professionalism, integrity, and ethics, with a commitment to quality and excellence A good understanding of how you can add value to this business Some HR experience 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 £190.2bn. 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.
Sep 01, 2025
Full time
Practice Manager Location: Solihull, West Midlands Salary: up to £50,000 Benefits Working as part of the team at an Appointed Representative of St. James's Place Plc. An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Managing Partner Practice. You will be managing the operational needs of this busy practice which supports 5 Financial Advisors and 8 support staff. The Role: Practice Manager Managing the workflow and performance of staff, ensuring they deliver excellent customer service outcomes and meet their targets Recruiting, training, and developing new and existing staff, providing them with feedback and coaching Solving any problems or issues that arise within the practice, liaising with clients, third parties and other stakeholders as needed Ensuring compliance is followed with all internal/external regulations and policies, maintaining accurate records and documentation Developing and implementing strategic plans for the growth and improvement of the practice, aligning them with the firm's vision and goals The Person: Practice Manager A track record as a manager, in an operational office-based environment. Ideally this would be in a Financial Services business, but this is not essential Excellent people management and leadership skills, with the ability to motivate and inspire others Experience of managing and developing others and will be able to demonstrate this at interview Strong workflow management and organizational skills, with the ability to prioritize and delegate tasks effectively Excellent problem solving and decision-making skills, with the ability to handle complex and challenging situations. You have common sense and influencing skills Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and staff A high level of professionalism, integrity, and ethics, with a commitment to quality and excellence A good understanding of how you can add value to this business Some HR experience 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 £190.2bn. 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.
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. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) 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 £190.2bn. 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. If you would like further information on this role prior to applying, please contact us. 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.
Sep 01, 2025
Full time
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. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) 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 £190.2bn. 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. If you would like further information on this role prior to applying, please contact us. 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.
