Hybrid Paraplanner – Wealth Planning Reports Expert

Ikrut; South Shields; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

St. James’s Place plc (SJP) Partner Practice is seeking an experienced Paraplanner to join our growing team in Hampshire.

You will provide technical research and analysis to support financial planning, and produce compliant client reports for our Financial Advisors and Partners. Ideal candidates hold a Level 4 Diploma in Paraplanning, have experience with life, pension and investment products, and enjoy working in a collaborative environment with a strong focus on accuracy and client service.

Qualifications

• Level 4 Diploma in Paraplanning with strong report writing skills.
• Experience with Life, Pension, and Investment products.
• Team fit and good work/life balance mindset.

Responsibilities

• Provide technical research and analysis for financial planning.
• Produce compliant financial planning reports for Advisors/Partners.
• Assist in documenting client journeys and update systems.
• Participate in client meetings when required.

Skills

Paraplanning

Report writing

Financial services knowledge

Education

Level 4 Diploma in Paraplanning

Job description

St. James’s Place plc (SJP) Partner Practice is seeking an experienced Paraplanner to join our growing team in Hampshire.

You will provide technical research and analysis to support financial planning, and produce compliant client reports for our Financial Advisors and Partners. Ideal candidates hold a Level 4 Diploma in Paraplanning, have experience with life, pension and investment products, and enjoy working in a collaborative environment with a strong focus on accuracy and client service.