St. James's Place Wealth Management

Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some 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 /Financial Planning Analyst 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. As our Paraplanner /Financial Planning Analyst 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 /Financial Planning Analyst requirements You should be Diploma qualified and 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 for an initial informal conversation. 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: London, Lombard Street (Hybrid) Salary: Highly Competitive, depending on experience Working as part of the team at Confido Wealth Ltd who are an Appointed Representative of St. James s Place Plc (SJP). The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs. An exciting new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. You will be managing the operational needs of this busy practice which supports 4 Financial Advisors and has 2 support staff. This role is ideal for an existing Practice Manager or an experienced Support Staff / Administrator, seeking their next step into management. The Role: Practice Manager Reporting to the Managing Partner, as Practice Manager you will manage all operational aspects of the Practice on a daily basis, including handling escalations, complaints, and complex queries This will include a review of current practice processes and systems, as well as workflow management to ensure timely and accurate delivery of services. Where appropriate, you will be encouraged to introduce change within the business You will be responsible for managing, developing, and training all support staff You will be responsible for conducting regular 1:1 meetings with advisors and support staff; your duties will include providing coaching, performance reviews and feedback, and professional development support You will be managing a HR system and providing Management Information to colleagues and management as required You will be required to contribute to business planning and strategy by providing operational insight and support to the leadership team There is scope for this role to progress within the business. We are a young and growing team, with an expected three additional hires planned in the next year. We expect the successful applicant to be an integral part of the growth of the practice. The Person: Practice Manager You will have a track record as a manager, in an operational office-based environment. This may currently be in a Financial Services business, however SJP experience is a must You will have experience of managing and developing others and will be able to demonstrate this at interview SJP experience is a pre-requisite. You will ideally have prior experience using our IT systems, in addition to Salesforce You will be a confident professional with excellent communication skills, highly organised with the ability to motivate others. You have common sense, influencing skills and enjoy problem solving 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.

Administrator Location: Edinburgh city centre Salary: £27,500 p.a. + bonuses Hours: Full time 35hrs per week (In Office) Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs. The Rewards: Administrator Collaborative working environment The chance to extend your skills and experience Joining a motivated team that works hard to make a success of this Practice. The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Administrator You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisors You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrator To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. 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.