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. This position will be hybrid, and a competitive salary is on offer.
Paraplanner - 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 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 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
Paraplanner - 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.