Overview
Paraplanner — Location: Edinburgh or Stirling. Salary up to £45,000 DoE + excellent benefits. Hours: Full-time hybrid or remote working options (location flexible; hybrid/remote for the right candidate).
About the Role
A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling is looking to appoint an experienced Paraplanner to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status.
Responsibilities
* Join the existing Paraplanning team, providing technical expertise to support the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
* Work closely with the Advisory team and Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated.
* Provide as needed advice on technical queries and produce well thought-out and meaningful client reports that demonstrate attention to detail and understanding of client needs.
About the Practice
The Practice prides itself on offering a first-class service to all clients, providing a range of investment and retirement products and solutions to meet their financial goals and objectives.
Paraplanner Requirements
* Experience as an paraplanner with strong report writing skills
* Experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning
* Ability to prepare client reviews, update cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
* Excellent IT skills and familiarity with major research systems (e.g., Analytics, Voyant)
Company and Application
St. Jamess Place plc (SJP) is a leading 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 £190.2bn. 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 offered a role within this Practice.
If you would like further information on this role prior to applying, please call.
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