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Posted 9 March by Burgh Recruitment Ltd Featured Ended


Location: Bath

Salary: £28,000 - £38,0000 + bonus scheme + Pension and free parking space

Working as part of the team at Future Wealth Management who are an Appointed Representative of St. James’s Place Wealth Management Plc.

An excellent opportunity has arisen for an experienced Paraplanner to work within a highly successful St. James’s Place Wealth Management Partner Practice. You will be joining the exisitng Paraplanning team based in their Bath offices, ensuring the business generated by one of the Managing Partners, who you will be working alongside 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. SJP has funds under management of £90.6bn.

Future Wealth Management is well established and highly successful.

The Role - Paraplanner

You will be working within a motivated and busy team and your role will include collating client information, preparing suitability letters, preparing illustrations and reports for client meetings, 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 manner and you will be building relationships with clients as their cases are being progressed.

You will be liaising with colleagues and third parties on a daily basis.

The Person - Paraplanner

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 'can do’ working style. You like being part of a successful team.

You will have been working within an IFA or Wealth Management environment and ideally you are working towards the Level 4 Dip PFS qualification or may even have obtained it?

Alternatively, you may be FPC qualified and/or have significant industry experience. You will need to have experience of the administration of IHT, Pension and Investment products and of writing suitability reports as well as carrying out research.

You are highly organised and have excellent communication skills.

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.

Please click apply and you will then be redirected to an applications site managed by Burgh Recruitment, who work with St. James's Place Partners supporting their recruitment needs.

Required skills

  • Client Services
  • Investment
  • Paraplanning
  • Pension Administration
  • Report Writing

Reference: 34654056

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