Paraplanner
other jobs Burgh Recruitment Ltd
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Paraplanner
Location - London
Salary - Up to £45,000 (DoE) + bonus and benefits
Hours - Full-time
Are you an experienced Paraplanner looking for a varied and interesting role with a successful St. James’s Place Partner Practice?
The Practice is highly successful 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 to ensure business is accurately processed and systems are correctly updated.
You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients’ needs.
Paraplanner Requirements
*You should be an experienced Paraplanner with great report writing skills
*Level 4 Diploma is desirable but not required if you have good paraplanning experience
*You will have experience of Life, Pension, Investment and IHT products with strong technical knowledge
*You will need to be self-motivated and comfortable to manage your workload effectively.
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 that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Location - London
Salary - Up to £45,000 (DoE) + bonus and benefits
Hours - Full-time
Are you an experienced Paraplanner looking for a varied and interesting role with a successful St. James’s Place Partner Practice?
The Practice is highly successful 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 to ensure business is accurately processed and systems are correctly updated.
You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients’ needs.
Paraplanner Requirements
*You should be an experienced Paraplanner with great report writing skills
*Level 4 Diploma is desirable but not required if you have good paraplanning experience
*You will have experience of Life, Pension, Investment and IHT products with strong technical knowledge
*You will need to be self-motivated and comfortable to manage your workload effectively.
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 that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Job number 3163284
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Company Details:
Burgh Recruitment Ltd
Company size: 5–9 employees
Industry: Financial Services
We work extensively with Partners of the St. James’s Place Partnership all over the UK, helping them find support staff and run a central recru...