Graduate Trainee Financial Planner Location: City of London Salary: £30,000 per annum during the training period Working as part of the team at Perpetua Wealth Partners Ltd who are an Appointed Representative of St. James s Place Plc. An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. You will be employed by this Practice. The Role: Graduate Trainee Financial Planner Working on a development programme of up to two years to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Financial Planners provide reports and information for client meetings. As experience is gained within the financial services environment, and with exam progression, you will begin work on cashflow forecasting, tax planning and investment analysis in support of the advice being given to the clients of the Practice. During the training programme for the role of Financial Planner, you will shadow client meetings, be involved in the formulation and documentation of advice, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS. This will culminate in the completion of the SJP Adviser Academy in order to progress to being a qualified adviser in the Practice. The timescale for qualification will depend upon the pace of progress and development and assessment of readiness to take the next step. It is envisaged that this will be between 12 and 24 months from appointment. The Person: Graduate Trainee Financial Planner This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a can do working style. This role is for those who build strong long-term relationships and who can relate to and work with a diverse client base in supporting them to achieve their life goals through high quality financial planning. You will be a Graduate and ideally a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate. Importantly, you are committed to a career in financial planning and Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients. 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 £220.0bn. 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.
Mar 27, 2026
Full time
Graduate Trainee Financial Planner Location: City of London Salary: £30,000 per annum during the training period Working as part of the team at Perpetua Wealth Partners Ltd who are an Appointed Representative of St. James s Place Plc. An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. You will be employed by this Practice. The Role: Graduate Trainee Financial Planner Working on a development programme of up to two years to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Financial Planners provide reports and information for client meetings. As experience is gained within the financial services environment, and with exam progression, you will begin work on cashflow forecasting, tax planning and investment analysis in support of the advice being given to the clients of the Practice. During the training programme for the role of Financial Planner, you will shadow client meetings, be involved in the formulation and documentation of advice, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS. This will culminate in the completion of the SJP Adviser Academy in order to progress to being a qualified adviser in the Practice. The timescale for qualification will depend upon the pace of progress and development and assessment of readiness to take the next step. It is envisaged that this will be between 12 and 24 months from appointment. The Person: Graduate Trainee Financial Planner This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a can do working style. This role is for those who build strong long-term relationships and who can relate to and work with a diverse client base in supporting them to achieve their life goals through high quality financial planning. You will be a Graduate and ideally a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate. Importantly, you are committed to a career in financial planning and Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients. 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 £220.0bn. 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.
St. James's Place Wealth Management
Marlow, Buckinghamshire
Trainee Financial Adviser Location: Marlow Starting Salary: £25,000 - £27,000 pa Start your career in financial planning We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. James s Place plc. We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, we re investing in the next generation of advisers. We re looking for a bright, motivated individual to join our growing financial planning practice in Marlow. This isn t just an admin role it s a structured pathway to becoming a qualified Financial Adviser. If you re ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment. The Role: You ll start by supporting the Partner and wider team with day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with client enquiries (phone, email, in person) Preparing documentation and reports for client meetings Maintaining accurate client records Assisting with business processing and administration Working closely with the Partner to support client relationships Over time, you ll move onto a clear development pathway, including: Studying towards the DipPFS qualification (fully supported) Shadowing client meetings Learning how to build financial plans and recommendations Gradually progressing towards advising clients yourself The Person: This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a can do working style. You will have confident communication skills (written and verbal) and strong numerical and analytical ability You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will have a genuine interest in wealth management, and be committed to developing a career as a Financial Adviser. A degree or prior financial services experience is helpful, but not essential, however you will need previous experience in a client focussed professional environment. You will be based in the Marlow Office and be able to travel to work in London one or two days a week. 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 £220.0bn. 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.
Mar 27, 2026
Full time
Trainee Financial Adviser Location: Marlow Starting Salary: £25,000 - £27,000 pa Start your career in financial planning We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. James s Place plc. We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, we re investing in the next generation of advisers. We re looking for a bright, motivated individual to join our growing financial planning practice in Marlow. This isn t just an admin role it s a structured pathway to becoming a qualified Financial Adviser. If you re ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment. The Role: You ll start by supporting the Partner and wider team with day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with client enquiries (phone, email, in person) Preparing documentation and reports for client meetings Maintaining accurate client records Assisting with business processing and administration Working closely with the Partner to support client relationships Over time, you ll move onto a clear development pathway, including: Studying towards the DipPFS qualification (fully supported) Shadowing client meetings Learning how to build financial plans and recommendations Gradually progressing towards advising clients yourself The Person: This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a can do working style. You will have confident communication skills (written and verbal) and strong numerical and analytical ability You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will have a genuine interest in wealth management, and be committed to developing a career as a Financial Adviser. A degree or prior financial services experience is helpful, but not essential, however you will need previous experience in a client focussed professional environment. You will be based in the Marlow Office and be able to travel to work in London one or two days a week. 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 £220.0bn. 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.
St. James's Place Wealth Management
Gillingham, Dorset
Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Hours: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company s proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary & Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays / Birthdays off Pensions Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family 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 £220.0bn. 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.
Mar 20, 2026
Full time
Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Hours: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company s proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary & Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays / Birthdays off Pensions Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family 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 £220.0bn. 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 (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.
Oct 07, 2025
Full time
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.
