Burgh Recruitment Ltd

Paraplanner Location - Farnham, Surrey (GU9) Hybrid or Remote working Salary - Negotiable - Highly Competitive This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients. You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Paraplanner Technical Support Conduct research across pensions, investments, protection, and estate planning solutions Prepare and write clear, compliant, and client-focused suitability reports Analyse existing client arrangements and identify opportunities to enhance current plans Assist with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the Advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with Advisers, administration staff, and Practice Manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Report Writer role Strong suitability report writing skills Good knowledge of pensions, investments, protection, and estate planning St. James's Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. 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 £216.94bn. 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.

Financial Services Administrator Location: Summertown, North OxfordHours: 9am - 5pm fully office basedSalary: Highly competitive + bonus and benefits Are you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. James's Place Plc. (SJP) This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied workload while maintaining exceptional client service standards. You will be working closely with Advisers, Paraplanners, and the Administration team in this SJP Partner Practice to ensure the smooth delivery of all business processes and client servicing requirements. As the Financial Services Administrator you will be responsible for: Supporting a busy Practice with a range of administrative tasks Managing client communications and maintaining accurate records Assisting with reports, portfolio reviews, and new business processing Diary and database management The ideal experience, skills and behaviours you possess are: Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales Calm and approachable, projecting professionalism and confidence, working with total discretion at all times Excellent written communication skills and great attention to detail. Ability to focus on your own tasks as well as on shared goals as part of the team. Previous experience in an office support role in Financial Services. Creating and maintaining client files; experience of client management systems such as Salesforce would be ideal Broad knowledge of Microsoft Office (Outlook, Word, Excel) If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in.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 £216.94bn. 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.