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Paraplanner

Posted 20 October by Westerham Financial Services Ended

Paraplanner

Within a Partner Practice of the St. James’s Place Partnership, part of St. James’s Place Wealth Management plc.

An excellent opportunity has arisen for a professional and adaptable Paraplanner within a family-run St. James’s Place Wealth Management - Partner Practice in Westerham. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. This Practice is well established and highly successful.

The Role

You will be working with the Directors and Practice Advisors. You will be checking CFRs, collating client information, preparing suitability letters, preparing illustrations, managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems. You will need to ensure that the business obtained is being processed compliantly and in a timely way. You will be liaising with third parties on a daily basis.

The Person

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a 'cando’ working style. You have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification. You have experience of the administration of IHT, Pension, Investment and Protection products as either a Senior Administrator or a Paraplanner.

You have excellent communication skills and are highly organised. You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

JOB TITLE: Paraplanner

SALARY: £28k - £35k dependant on experience

PURPOSE OF JOB: Creation of Suitability letters and reports

RESPONSIBLE TO: Partner/Practice Manager/Operations Director

Key Responsibility Criteria

Gather relevant information

To assimilate & segregate information gathered by the Adviser on the CFR

To liaise with the Adviser & Client as appropriate to fill any information gaps

To gather ceding scheme information from third parties

To work within & stay up to date with Template changes & Advice notes

Construct a Compliant & Robust Suitability Letter

To work within a regulated environment

To work within the constraints of templates

To replay client wants, needs, problems & consequences of no action

To write the letter using correct grammar & spelling

To stay abreast of legislative changes

Liaise with Head Office admin centres as required

Familiar with all major research systems (eg.Analytics, Voyant, etc.)

To use check-lists to ensure quality of documentation is suitable

Achieve & maintain relevant qualifications

Responsible for own study

Diploma qualified or working towards it

Able to pass regular internal testing of knowledge

Attend forums and workshops as appropriate

Considering Chartered FP

Qualities and skills

The ability to balance conflicting demands in a calm and friendly manner

Ability to work autonomously & remotely

Analytical with precise attention to detail

Ability to accurately transpose information

Prior Paraplanning experience

Comfortable with templated Suitability Letters

Experience in setting up and maintaining systems, processes and procedures

Up to date Knowledge of regulation and legislation

This job description provides an overview of the role and will develop over time in line with the requirements of the Practice.

Required skills

  • Analytical Skills
  • Paraplanning
  • Letter Writing
  • Prioritize Workload
  • Work Autonomously

Reference: 33600801

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