Technical Administrator / Paraplanner

Location - City Office, Lombard Street, London
Salary - Highly Competitive + Discretionary Bonus + Benefits
We are an SJP Principal Partner Practice in Lombard Street looking to appoint an experienced Technical Administrator / Paraplanner to join our team.
Our Practice is highly successful and prides itself on offering a first-class service to help our clients achieve their goals and aspirations through proactive financial planning and managing wealth through the generations.
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 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 Partner & the Team to ensure business / actions from Review meetings are accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time.
You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
Paraplanner Requirements
* You should be an experienced Paraplanner / Technical Administrator with great report writing / technical skills
* Level 4 Diploma is desirable but not required if you have good paraplanning / technical experience
* You will have experience of Life, Pension and Investment products
* Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
* Hybrid working can be discussed although we are mainly office based
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £179bn. 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 who are offered a role within this Practice.
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