Paraplanner
Location - Fully Remote
Salary - £46,000 - £50,000 pa
Hours - 9.00am-5.00pm
Are you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice?
The Practice is very established and prides itself on offering a first-class service to all their 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.
You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.
As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team who ensure all business is accurately processed and systems are correctly updated.
You will be joining a well established, fully remote team.
You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to ...