Paraplanner

Are you a skilled Paraplanner looking for your next career move? We have an excellent opportunity available with a reputable wealth management firm  Our client, an appointed partner practice of St James’s Place are looking for someone with experience with drawdown suitability reports.

Role Overview:

As a Paraplanner, you will play a crucial role in providing technical and administrative support to the Financial Planners. This is a permanent Monday to Friday role offering a competitive salary and a fantastic staff benefits package.

Key Responsibilities:

• Provide high-level technical and administrative support to Financial Planners.
• Work closely with the team to achieve client objectives.
• Support trainee paraplanners in their development.
• Ensure completeness of client files with required documentation.
• Prepare for and follow up on client meetings, updating client files.
• Compile clear and comprehensive reports and suitability letters.
• Process applications accurately and maintain necessary records.
• Liaise with Admin and third parties as required.

Requirements:

• Strong organizational and communication skills.
• Proficiency in CRM software preferred.
• Prior experience in a similar role desirable.
• Ability to work effectively in a team environment.

Training and Benefits:

• Full training provided on company-specific software and compliance requirements.
• Competitive salary and benefits package.
• Automatic enrolment in the company’s pension scheme.
• Friendly and supportive team environment.
• Flexible working arrangements considered.