Paraplanner

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

Paraplanner

Location - Hampshire / Hybrid

Salary - Up to £50,000 (DoE) + Bonus

We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.

Our Practice is highly successful and prides itself on offering a first-class 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. There may be opportunities to attend or even 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.

Paraplanner Requirements

• You should be an experienced, Level 4 Diploma qualified Paraplanner with great report writing skills
• 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

If this sounds like the right opportunity for you, we’d love to hear from you.

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 £240.8bn. 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.