Paraplanner (SJP) - Esher, Surrey

Artemis Recruitment Consultants Ltd; Esher; Hybrid; GBP 40,000 - 60,000; Full time

Job description

Type of Position: Paraplanner (SJP) - Esher, Surrey
Pay: Negotiable

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing 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. This position will be hybrid working with a competitive salary on offer.

Essential skills required:

1. The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text;
2. Experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection;
3. Experience of preparing illustrations for numerous products, such as Protection;
4. 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;
5. Undertake continuous professional development to meet regulatory requirements, both internally and externally;
6. 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;
7. Excellent grammar, spelling and punctuation skills;
8. Excellent interpersonal and communication skills;
9. A high standard of personal organisational skills;
10. Experience of working to targeted service standards and procedures;
11. A proven track record in delivering first-class client service;
12. A good working knowledge of regulatory requirements;
13. Ambitious and goal-orientated;
14. Evidence of continual learning and development of skills and knowledge;
15. An adaptable and flexible approach to work within a changing environment;
16. Experience of working unsupervised with a high level of self-motivation;
17. Good IT skills covering MS Office, MS Outlook, MS Excel and back office system.

Required:

1. Knowledge of research tools & software (e.g. Trustnet, Analytics, Voyant);
2. Working Knowledge of CYC calculations;
3. Knowledge in other areas such as Protection, IHT and Tax Efficient Investments;
4. Understanding of industry initiatives including RDR;
5. Desire to maintain knowledge of industry developments;
6. Ability to prioritise workload and liaise with advisers to ensure adequate information is available to progress all cases;
7. Ability to use Salesforce (Client and Case Management Systems) in a process-driven compliant way. Learning and using the CRM is a key part of the role;
8. Ability to use the Electronic Business Submission system;
9. Ability to follow company and business processes;
10. Training & Continuous Development;
11. Full training of company-specific software and company compliance requirements will be provided.