Paraplanner

Recruiter
St. James's Place Wealth Management
Location
Farnham
Posted
15 Sep 2018
Closes
14 Oct 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Location: Farnham, Surrey

Salary: Highly Competitive Package + bonus scheme + pension

Working as part of the team within a busy Practice who are an Appointed Representative of St. James’s Place Wealth Management Plc.

An excellent opportunity has arisen for a Paraplanner to work within a highly successful St. James’s Place Wealth Management Partner Practice. You will be joining this busy office based in Farnham, ensuring the business generated by the Wealth Manager, whom 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 in excess of £90bn.

This is a 'Senior Practice' within St James's Place, well established and highly successful.

The Role - Paraplanner

You will be working within a 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 the business obtained is being processed compliantly and in a timely manner.

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 will have been working within an IFA or Wealth Management environment and achieved Level 4 Dip PFS qualification and have significant industry experience. You may even be Chartered . You will need to have some experience of the administration of IHT, Pension, Protection and all Investment products.

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 note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice

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