Job Description
Senior Paraplanner
Location: City of London, hybrid working pattern
Salary: circa £60,000- £65,000 (negotiable) benefits
A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Partner Practice based in central London.
The Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
The Person: Senior Paraplanner
* This is the perfect role for a confident, numerate, professional Paraplanner, who enjoys working in a fast-paced dynamic environment
* You will have an excellent track record as a Paraplanner within SJP, an IFA or Wealth Management business with broad technical experience
* With an engaging manner, and excellent people skills, you will enjoy building relationships adding value, and have the ability to think laterally and strive to find ways to continually improve the service to Clients
* You will hold CII Level 4 Diploma in Regulated Financial Planning and desirably be studying towards supplemental Level 6 exams.
The Role: Senior Paraplanner
* Supporting the Partner with reviewing the Client files ahead of meetings, identifying opportunities and / or efficiencies to follow up
* Analysing clients’ existing planning and portfolios, undertaking calculations, producing highly focused strategy and suitability reports
* Attending client meetings when required, and liaising with the Client Services team
* Preparing Lifetime allowance calculations, Cash Flow analysis and Voyant Modelling
* Preparation of Suitability Reports, including but not exclusively; new investment and IHT business, transfer/replacement protection and drawdowns
* Creating advice sets, illustrations, and documentation using appropriate checklists in collaboration with Client Services Team and supporting on any technical queries from Client enquiries
* Liaising directly with clients where appropriate, and contacting providers for any additional technical information required
* Working closely with all team members to ensure smooth business submission within serviced levels standards
* Keeping up to date with latest Risk Briefing notes and relevant legislation.
St. James’s Place plc (SJP) is a leading, a highly regarded 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 £198.5bn. This business is well established and highly successful.
Please note standard Financial, Identity and professional character reference checks will be conducted on any candidates who are offered a role with the Office.