Salary: To £50k + excellent bonus scheme + benefits
This is a role where the person can work remotely for 2 days a week
Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc.
An excellent opportunity has arisen for a Paraplanner to work within a highly successful Chartered level St. James’s Place Wealth Management Partner Practice.
You will be joining the fast paced team based in their Lombard Street offices, ensuring the business generated by the Partner you will be working alongside is processed correctly and in a timely manner.
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £129bn.
This Practice is well established and highly successful.
The Role: Paraplanner
You will be working within a busy team offering excellent service to the Partner and our HNW client base. Your role will include:
• Collating client information and preparing suitability letters for a variety of technical cases
• Preparing illustrations and reports for client meetings
• Managing cases to completion and working with internal processing systems
• Ensuring that the business obtained is being processed compliantly and in a timely manner
• Liaising with colleagues and third parties on a daily basis.
You will be given full training on the relevant IT systems
The Person: Paraplanner
• This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a ‘can do’ working style
• You will have been working within an IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered
• You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products
• You are highly organised and have excellent communication skills
• You have a solution focused approach to your work
• You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion
