Paraplanner

Posted 7 December 2018 by Burgh Recruitment Ltd
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Paraplanner

Location: Pyle, Bridgend

Salary: Highly Competitive + Bonus Structure

Additional Benefits: Private Health Insurance, Group Life Cover, Income Protection and the supported development of employees through a CII training programme

Working as part of the team at CJP Paraplanning Ltd who are a bespoke paraplanning company working on behalf of Partner practices of the St. James's Place Partnership.

An excellent opportunity has arisen for a Paraplanner to work within a highly successful Paraplanning Company. You will be joining the fast paced Paraplanning team based in their Pyle office, ensuring the business generated by the Partners of the St. James's Place Partnership is processed correctly and in a timely manner.

This company is well established and highly successful. CJP Paraplanning invest heavily in their staff; as reflected by the benefits package and are supportive of employees wishing to develop their careers.

The Role - Paraplanner

As a paraplanner, you will work in collaboration with Financial Advisers and other colleagues in preparing recommendations and producing suitability reports in line with Company policy, including preparing and maintaining Client records.

The Paraplanner role also involves promoting the services of CJP Paraplanning in a professional and FCA compliant manner.

Responsibilities of the paraplanner include:

  • Collect and collate information and data about (and from) the Client in accordance with the principles of "know your client" and company policy, ensuring all the required compliance documentation is present and correct.

  • Create and maintain databases/spreadsheets and input information, accurately and in a timely manner.

  • Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the Client’s needs and formulate recommendations.

  • Working with the Financial Advisers you will discuss the Clients objectives, identifying and obtaining the information necessary to compile the financial report.

  • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.

  • Prepare suitability letters and reports for approval by the Financial Adviser in line with Company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for Clients to check and sign.

  • Deal effectively with queries from Clients and other parties through effective communication.

  • Develop and maintain relationships with Clients.

  • Manage emails and ensure they are responded to in an acceptable and timely manner.

  • Record your client communications, whether that communication is written, oral or electronic, including Client related communications with third parties.

  • Assist with project work as and when required.

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 has a 'can do’ working style.

You will have been working within an IFA or Wealth Management environment and you have obtained the Level 4 Dip PFS qualification or equivalent. Alternatively, you may be FPC qualified and/or have significant industry experience.

To support you in the role it is essential you have experience and knowledge of the administration of IHT and/or Pension and/or Investment products.

It is important that the Paraplanners and Administrators work well as a strong team, offering assistance to Clients and each other. As a result a strong team work ethic and excellent communications skills are essential.

Additional requirements include:

  • Ability to analyse financial issues and offer sound, reliable and professional advice

  • Ability to collate and present financial information

  • Experience in writing complex and detailed reports for cases

  • Good telephone manner

  • Ability to assess information, make comparisons and identify critical features

  • Target focussed and prepared to work to tight deadlines

  • Mindful of confidentiality at all times

  • Prepared to undertake further training to ensure self-development

  • Highly organised and have excellent communication skills

Please note that CJP Paraplanning will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

To apply:Please click Apply on Reed and you will be ultimately redirected to an applications site managed by Burgh Recruitment (who run the St. James’s Place Partnership Recruitment Portal).

Please ensure you have submitted your CV to Burgh Recruitment and completed their short application form or your application will, unfortunately, not be reviewed by them or St. James’s Place.

Required skills

  • Communication Skills
  • Financial Services
  • Microsoft Office
  • Paraplanning
  • Wealth Management

Reference: 36797259

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