Paraplanner (SJP) - London

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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.

The successful candidate will be responsible for paraplanning within this highly successful Practice. They need to be highly skilled in writing suitability reports on Pensions, IHT Planning, EIS/VCTs, among others. 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 gathering information and following through on it. Attention to detail is paramount for this role.

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, including Pensions, Investments, Mortgages, Protection;
3. Experience of preparing illustrations for numerous products, such as Protection;
4. Experience of back-office administration related to paraplanning, such as updating a client’s CFR, auditing client files, and ensuring all regulatory and company requirements are met at case completion;
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 on first attempt during 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 organizational skills;
10. Experience working to targeted service standards and procedures;
11. A proven track record of delivering first-class client service;
12. A good working knowledge of regulatory requirements;
13. Ambitious and goal-oriented;
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 working unsupervised with a high level of self-motivation;
17. Good IT skills covering MS Office, MS Outlook, MS Excel, and back-office systems.

Required:

1. Knowledge of research tools & software (e.g., Trustnet, Analytics, Voyant);
2. Working knowledge of CYC calculations;
3. Knowledge in 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 prioritize workload and liaise with advisers to ensure sufficient information to progress cases;
7. 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;
8. Ability to use the Electronic Business Submission system;
9. Ability to follow company and business processes;
10. Full training of company-specific software and compliance requirements will be provided.

If this position interests you, please forward your CV to [emailprotected]

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