Burgh Recruitment Limited

Paraplanner Location - Whitstable (CT5) Salary - £30,000 to £40,000 (DoE) Hours - Full-Time We are a Senior SJP Partner Practice in Whitstable looking to appoint an 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 m click apply for full job details

Paraplanner Location - Glasgow / Hybrid Hours - 4 day working week, 2 days in office / 2 days home. (Fridays off). Salary -(c) £35,000 + Bonus + exam support We are an SJP Partner Practice in Glasgow looking to appoint an 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/Partners to present to clients As our 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 liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host 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 You should be an experienced Paraplanner with great report writing skills Level 4 Diploma is desirable but not required if you have good paraplanning experience You will have experience of Life, 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 St. Jamess 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. JBRP1_UKTJ

Paraplanner Location - Surrey area Salary -Up to £55,000 per annum (DoE) We are an SJP Partner Practice in the Surrey area looking to appoint an 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, producing top quality compliant financial planning reports for our Financial Advisors/Partners to present to clients. As our 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 liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host 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 You should be an experienced Paraplanner with great report writing skills Level 4 Diploma is desirable but not required if you have good paraplanning experience You will have experience of Life, 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 St. Jamess 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. JBRP1_UKTJ

Paraplanner Location - Barnet - In Office Salary - Up to £55,000 (DoE) + Bonus / Benefits We are an SJP Partner Practice in North London looking to appoint an 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/Partners to present to clients As our 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 liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host 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 You should be an experienced Paraplanner with great report writing skills You will need experience in pensions, ISA, Investment bonds; UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting. Level 4 Diploma is desirable but not required if you have good paraplanning experience Team fit is important to us, and we are looking for like-minded individuals who enjoy working in a friendly, positive and vibrant environment. St. Jamess 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. JBRP1_UKTJ

Wealth Management Administrator Location: Wilmslow (SK9) Salary: Highly Competitive + Bonus Hours: Full time An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Partner using your administrative expertise. The Role: Wealth Management Administrator The role offers variety and challenge, including but not limited to: You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice Liaising with Paraplanners, providing administrative support, creating illustrations and investment reports You will be setting up the clients' annual reviews and collating all relevant documentation You will be updating Salesforce to ensure all client details are up to date The Person: Wealth Management Administrator This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style. You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised andcan make decisions Ideally you will have used the Salesforce CRM system You are a self-starter and able to work with little or no supervision Most importantly, you are confident in dealing with Clients and third parties with total discretion St. Jamess 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. JBRP1_UKTJ

Senior Paraplanner Location: City of London, hybrid working pattern Salary: circa £60,000- £65,000 (negotiable) + benefits A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London. You will be supporting the Head of Wealth Management, working within an exciting and challenging environment providing technical expertise in all aspects of the financial planning and review process for Private Clients. The Person: Senior Paraplanner This is the perfect role for a confident, numerate, professional Paraplanner, who enjoys working in a fast-paced dynamic environment You will have an excellent track record as a Paraplanner within SJP, an IFA or Wealth Management business with broad technical experience With an engaging manner, and excellent people skills, you will enjoy building relationships adding value, and have the ability to think laterally and strive to find ways to continually improve the service to Clients You will hold CII Level 4 Diploma in Regulated Financial Planning and desirably be studying towards supplemental Level 6 exams. The Role: Senior Paraplanner Supporting the Partner with reviewing the Client file ahead of meetings, identifying opportunities and/or efficiencies to follow up Analysing clients existing planning and portfolios, undertaking calculations, producing highly focused strategy and suitability reports Attending client meetings when required, and liaising with the Client Services team Preparing Lifetime allowance calculations, Cash Flow analysis and Voyant Modelling Preparation of Suitability Reports, including but not exclusively; new investment and IHT business, transfer/replacement protection and drawdowns Creating advice sets, illustrations, and documentation using appropriate checklists in collaboration with Client Services Team and supporting on any technical queries from Client enquiries Liaising directly with clients where appropriate, and contacting providers for any additional technical information required Working closely with all team members to ensure smooth business submission within serviced levels standards Keeping up to date with latest Risk Briefing notes and relevant legislation. If you feel you that this role could be the challenge you are looking for please apply without delay, interviews will be taking place in February with an ideal start date of late March. Please note standard Financial, Identity and professional character reference checks will be conducted on any candidates who are offered a role with the Office. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. JBRP1_UKTJ

Wealth Management Executive Location: Berkswell, CV7 Salary: Up to £35,000 with excellent benefits and bonus Hours: Full time You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St click apply for full job details