My Shortlist

Your shortlisted jobs will appear here. To view your shortlist, please login or register

DATE ADDED: Tue 25/06/2019

Paraplanner

WC2B, UK
ADD TO SHORTLIST APPLY NOW

JOB TYPE: Permanent

SALARY: £35000 - £50000/annum plus discretionary bonus

We are recruiting for the role of Paraplanner for a very successful and technical partner practice of St. James's Place Wealth Management based in Holborn, London.

Role overview

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.

The Paraplanner role, shall be an integral part of a small team, supporting the Business Owner / Financial Adviser, by provide technical structured advice and recommendations to high net worth clients. They will deal with all technical actions arising from client meetings, providing structured and sound recommendations drawing on research, knowledge and experience. They shall be responsible for Suitability Letter writing for all transfer, replacement and new business cases, drawdowns, drawdown reviews, EIS / VCT letters.

This role would be particularly suited to an experienced Paraplanner, and shall ideally be a minimum fully CII Diploma level 4 (DipPFS). We would also be open to candidates who are qualified by experience over a number of years, but do not necessarily hold the qualifications.

Technical skills / Preferred knowledge required:

* The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text;

* Experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection.

* Experience of preparing illustrations for numerous products, such as Protection.

* Experience of back office administration that relates to the paraplanning role such as updating a client's CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case

* Liaise with Business Assurance (SJP's internal compliance body) and ensure cases are graded as suitable first time on all pre and post approval checks

* Good IT skills covering MS Office, MS Outlook, MS Excel and back office system

* CII Diploma in Financial Planning or Regulated Financial Planning

* Knowledge of research tools software (e.g. Trustnet, Analytics, Voyant)

* Working Knowledge of CYC calculations

* Knowledge in other areas such as protection, IHT and Tax Efficient Investments

* Understanding of industry initiatives including RDR

* Desire to maintain knowledge of industry developments

* Ability to prioritise workload and liaise with advisers to ensure adequate information is available to progress all cases

* Ability to use Salesforce (Client and Case Management Systems) in a process driven compliant way. Learning and using our CRM is a key part of the role.

* Ability to use the Electronic Business Submission system

Person requirements

* High level of attention to detail

* Excellent grammar, spelling and punctuation skills;

* Excellent interpersonal and communication skills;

* A high standard of personal organisational skills;

* Experience of working to targeted service standards and procedures;

* A proven track record in delivering first-class client service;

* A good working knowledge of regulatory requirements;

* Ambitious and goal-orientated;

* Evidence of continual learning and development of skills and knowledge;

* An adaptable and flexible approach to work within a changing environment;

* Experience of working unsupervised with a high level of self-motivation;

Training Continuous Development

Full training of company specific software and company compliance requirements will be provided.

Additional information

* Salary: £40 - 50K depending on qualifications and experience, plus discretionary bonus

* Hours of work: 9-5.30pm

* Pension: Contributory pension provided

* Location: Holborn, London

To apply for this great opportunity, please apply online
Role: Paraplanner
Job Type: Permanent
Location: WC2B, Greater London,

Apply for this job now.
APPLY NOW