Paraplanner - Elstree

Artemis Recruitment Consultants Ltd; Elstree; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading Wealth Management Practice is looking for a Paraplanner based in Elstree. This role involves preparing suitability reports and ensuring compliance with regulatory standards. The ideal candidate will demonstrate attention to detail and possess excellent communication skills, contributing to top-tier client service.

Qualifications

• Experience writing suitability reports on Pensions, IHT, and Investments.
• Ability to use Salesforce in a compliant manner.
• Strong IT skills with MS Office and CRM systems.

Responsibilities

• Produce accurate Suitability Reports using standard and free text.
• Prepare illustrations for various financial products.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Attention to detail

Communication

Interpersonal skills

Self-motivation

Organizational skills

Tools

Salesforce

MS Office

Trustnet

Voyant

Analytics

Job description

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Elstree

29/03/2025

Type of Position: Paraplanner - Elstree
Pay: £40k - £50k

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke face-to-face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management.

The successful candidate will be responsible for the Paraplanning within this highly successful Practice. They need to be highly skilled in writing suitability reports on Pensions, IHT Planning, EIS/VCTs, and other areas. Knowledge of writing reports for Mortgage and Protection would also be beneficial. Candidates need to have knowledge and experience in cash flow modelling, although further training will be provided.

The candidate we are seeking should love to gather information and follow through on the information. Attention to detail is paramount for this role.

- 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, including Pensions, Investments, Mortgages, and Protection.
- Experience in preparing illustrations for numerous products, such as Protection.
- Experience in 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
- Undertake continuous professional development to meet regulatory requirements, both internally and externally
- 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
- Excellent grammar, spelling and punctuation skills;
- Excellent interpersonal and communication skills;
- A high standard of personal organisational skills;
- Experience in 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;
- Good IT skills covering MS Office, MS Outlook, MS Excel and back office system

Required

- 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
- Ability to follow company and business processes
- Training & Continuous Development

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

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