Paraplanner

Location – Cheltenham, (GL53)

Salary – up to £40,000 excellent benefits package

Hours - Full Time – hybrid working pattern

A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team.

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 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.

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 Requirements

• You will be an experienced Paraplanner with great report writing skills
• You will have experience of a variety of financial planning solutions including pensions and investments
• 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 £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.

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