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.
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.
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.
- Analytical Skills
- Letter Writing
- Prioritize Workload
- Work Autonomously
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job