PARAPLANNER (SJP) - WESTERHAM

The JobsBoard; Westerham; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Full training

Job summary

St. James's Place Wealth Management is seeking an experienced Paraplanner in Westerham to deliver high-quality, bespoke financial planning reports and letters.

You will prepare pension and investment illustrations, maintain CFRs, and ensure regulatory and internal standards are met with accuracy and speed. Hybrid role offering training on company software, with a focus on client service excellence and maintaining up-to-date knowledge of industry developments.

Qualifications

• Proven ability to produce clear suitability reports using standard paragraphs and free text.
• Experience writing suitability letters across pensions, investments, mortgages and protection.
• Experience preparing illustrations for multiple products, e.g. protection.
• Experience updating CFRs and ensuring regulatory compliance at case end.
• Commitment to CPD and keeping up with regulatory requirements.

Responsibilities

• Produce comprehensive suitability reports and letters.
• Prepare product illustrations for various products.
• Maintain client CFRs and ensure files are audited.
• Ensure cases pass pre- and post-approval checks on compliance systems.
• Keep up with industry regulatory changes and internal policies.
• Collaborate with advisers to gather complete information for cases.
• Utilize Salesforce and back-office systems in a process-driven manner.

Skills

Suitability reports

Suitability letters

Illustrations for products

Regulatory compliance

CPD & regulatory updates

Client service

Interpersonal communication

Organizational skills

Targeted service standards

Self-motivation

Tools

Salesforce

Back office systems

MS Office

Job description

PARAPLANNER (SJP) - WESTERHAM

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:

• 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, Pensions, Investments, Mortgages, Protection.
• Experience of preparing illustrations for numerous products, such as Protection.
• 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
• 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 of 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 the 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 of company specific software and company compliance requirements will be provided.