Back Posted: Oct 14 2025

Paraplanner

Solihull, England , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

Paraplanner

Location - Fully Remote

Salary - £46,000 - £50,000 pa

Hours - 9.00am-5.00pm

Are you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice?

The Practice is very established 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. 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.

You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.

As the 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 who ensure all business is accurately processed and systems are correctly updated.
You will be joining a well established, fully remote team.

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.

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, Investment and IHT products with strong technical knowledge

* You will need to be self-motivated and comfortable to manage your workload effectively.

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

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: October 14, 2025
Job id:. CV-181815
Position Type: Permanent
Applicants: 0
Views: 6

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