What we do

We work extensively with over 750 Partners of the St.&nbsp; James's Place Partnership all over the UK, helping them find support staff and run a central recruitment portal and vacancies list for them.
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Who you'll work with

All Partners within the St. James's Place Partnership and St. James's Wealth Management plc
Other SME's - these range from Property, Financial, Engineering&nbsp; and other businesses

What you'll get

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Paraplanner Location - Cheltenham Salary - Highly Competitive Bonus We are an SJP Senior Partner Practice in Cheltenham looking to appoint an experienced Paraplanner to join our growing team. Our Practice is people centric and prides itself on offering a personal 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. 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 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. 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. 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

Paraplanner Location - Hinckley / Hybrid (LE10) Salary - Up to 45,000 pa depending on experience Hours - Flexible; Full or Part time An SJP Partner Practice in Hinckley, Leicestershire is looking to appoint an experienced Paraplanner to join their growing team. The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing bespoke financial advice to existing clients and prospects in all areas of personal and corporate financial planning including Retirement planning, investment planning, financial protection, mortgages, long term care, inheritance tax and estate planning. This is an expanding and fast paced business based in Hinckley, Leicestershire. 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 compliant advice sets and reports for the Financial Advisors / Partners 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 to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or 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. Key Responsibilities - Supporting financial planners with research, analysis, and preparing financial plans for clients. Assisting with the creation of investment strategies, retirement planning, tax strategies, and insurance recommendations. Preparing reports, fact finds, and recommendations, ensuring accuracy and attention to detail. Maintaining and updating client records, ensuring compliance with industry regulations and best practices. Stay up to date with changes in financial legislation, tax policies, and investment products. Providing administrative support as needed and assisting in client-facing communications when required. Experience using St. James's Place software and systems Experience using cash flow modelling software is preferable. Strong experience and knowledge with Microsoft products 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 Hybrid working is an option with 2-3 days a week after 3 months 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. 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.

Client Servicing Lead Hours: Full-time Location - London / Hybrid (3 days in office) Salary - up to 35,000 Working as part of an Appointed Representative of St. James’s Place Plc. The Practice is well established and highly successful. Overall Job Purpose - Client Servicing Lead The Client Servicing Lead will oversee all aspects of client services, across all Advisers and Clients, and will play a pivotal role in delivering the Practice’s &quot;Brand Promise&quot; to Clients. This role is crucial in ensuring that the Client experience aligns with the Practice's values and commitments. The Client Servicing Lead will collaborate with Senior Management, Financial Advisers, Paraplanners, Administration and the Operations Management Team to enhance Client engagement initiatives and provide a bespoke Client experience. Principal Duties - Client Servicing Lead Leading the onboarding of new Clients and managing the end-to-end onboarding process, including Client Online Account education and user setup. Training new advisers and advisory support team on relevant areas relating to Client Servicing and annual review maintenance. Utilising Client survey data to proactively suggest improvements and address areas of concern with senior management. Taking ownership of Client segmentation within the Practice, assisting Advisers with conducting segmentation exercises, and ensuring accurate recording in Salesforce. Leading the client transfer process for the Practice ensuring transactions are processed correctly and within SLA’s. Assisting the Executive Assistant with the organisation of client events and webinars as required Managing incoming telephone calls &amp; client servicing mailbox, working closely with the relevant teams to ensure accurate and timely responses to clients. Managing Client queries through to completion, this may include issuing wealth accounts, valuations and referring to stakeholders to deal directly with SJP Admin. Proactively escalate any unresolved Client issues to the line manager and relevant stakeholders. Support with client-servicing focussed projects and tasks, including Surveys and ad-hoc strategic projects Person Specification - Client Servicing Lead Minimum of 4 years' experience of working within financial services Good GCSE or A Level results and proficient at all IT packages. Strong numerical and written communication skills Excellent organisational and administration skills Ability to proactively use initiative to problem solve and anticipate next steps Demonstrable experience of building rapport and interacting with clients effectively. A driven individual with a focus on Client service and leading a high-performance culture. Adaptable to change management plans and advocate to business initiatives. Confidence and ability to influence senior stakeholders. 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. 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.

Client Servicing Lead

Paraplanner Hours: Full time, 9 month contract Location - London / Hybrid (3 days in office) Salary - up to 30,000 pro rata Working in collaboration with the Advisors and other colleagues, the Paraplanner will carry out paraplanning tasks - i.e. writing Suitability Letters in line with company policy to ensure cases are progressed within agreed timeframes and SLAs. The role will be required to comply with the FCA compliance rules on financial advice services. Principal Duties: Paraplanner The Paraplanner’s responsibilities will include: Writing Suitability Letters (SLs) within the agreed timeframes (specific SLAs to be shared separately; SLAs are reviewed regularly) Working in iBusiness to maintain Advice Sets and update case status Tracking cases in iBusiness and provide requested input for regular BST reporting Liaising with Advisers to obtain clarity on information required to complete SLs Liaising with SJP’s Business Assurance (BA) to ensure Advice Framework is clearly understood and embedded in paraplanning activities Maintaining and sharing paraplanning knowledge to effectively progress cases and write SLs Identifying issues and opportunities to improve the paraplanning process; to be shared with the Head of Operations Meeting Quality of Documentation (QoD) targets and other KPIs (to be shared separately) Contributing to all back office processes and quality improvement initiatives Escalating issues to Team Leader Person Specification: Paraplanner Up to 2 years’ experience of working within a Wealth Management firm either as a Paraplanner or looking for the next move towards Paraplanning Experience of working within a financial services sector Demonstrable experience of building rapport and interacting with clients effectively A driven individual with a focus on client service Adaptable to change management plans Highly skilled and organised Strong numerical ability and ability to analyse financial data and performance metrics Confidence and ability to influence senior stakeholders Ability to work autonomously as well as follow directions Technically proficient including Office 365 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. 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.