Paraplanner
other jobs INTEGRO PARTNERS LTD
Added before 8 Days
- England,North West,Cheshire
- full-time
- £32,000 - £36,000 per annum
Job Description:
Paraplanner
Altrincham
£32,000 - £35,000
Hybrid Working: 3 days office-based, 2 days remote
Supportive, team-oriented environment with opportunities for professional development
Want to work for a well-established wealth management firm providing high-quality advice to a diverse range of clients across various demographics?
As this business continues to grow, they’re looking for a detail-oriented and motivated Paraplanner to join their team. This role will be primarily focused on back-office support, with no client-facing duties, allowing you to work closely with our advisers to deliver excellent service.
Key Responsibilities:
*Review client cases and handovers, ensuring recommendations are suitable and in line with compliance requirements.
*Calculate annual allowance carry-forwards and perform critical yield and income sustainability calculations using SJP software (training will be provided if needed).
*Draft templated suitability letters using SJP’s Aptus software, ensuring they are personalised to each client’s needs.
*Submit suitability letters to SJP’s Business Assurance team for approval.
*Address and resolve any feedback or remedial work as required following approval from the Business Assurance team.
Requirements:
*Previous experience as a Paraplanner or in a similar back-office support role.
*Familiarity with SJP software (Aptus, and other tools) is advantageous but not essential.
*Strong attention to detail and the ability to work efficiently within compliance guidelines.
*A proactive and collaborative approach to problem-solving.
*Ability to work independently and as part of a supportive team.
If you’re looking for a new opportunity to grow your career in a rewarding and dynamic environment, apply now and take the next step in your career!
Altrincham
£32,000 - £35,000
Hybrid Working: 3 days office-based, 2 days remote
Supportive, team-oriented environment with opportunities for professional development
Want to work for a well-established wealth management firm providing high-quality advice to a diverse range of clients across various demographics?
As this business continues to grow, they’re looking for a detail-oriented and motivated Paraplanner to join their team. This role will be primarily focused on back-office support, with no client-facing duties, allowing you to work closely with our advisers to deliver excellent service.
Key Responsibilities:
*Review client cases and handovers, ensuring recommendations are suitable and in line with compliance requirements.
*Calculate annual allowance carry-forwards and perform critical yield and income sustainability calculations using SJP software (training will be provided if needed).
*Draft templated suitability letters using SJP’s Aptus software, ensuring they are personalised to each client’s needs.
*Submit suitability letters to SJP’s Business Assurance team for approval.
*Address and resolve any feedback or remedial work as required following approval from the Business Assurance team.
Requirements:
*Previous experience as a Paraplanner or in a similar back-office support role.
*Familiarity with SJP software (Aptus, and other tools) is advantageous but not essential.
*Strong attention to detail and the ability to work efficiently within compliance guidelines.
*A proactive and collaborative approach to problem-solving.
*Ability to work independently and as part of a supportive team.
If you’re looking for a new opportunity to grow your career in a rewarding and dynamic environment, apply now and take the next step in your career!
Job number 1979303