Excellent opportunity for a motivated Paraplanner with IFA / Wealth Management experience to enhance their career with a James's Place Wealth Management partner practice.
Paraplanner – Financial Advisory / Wealth Management Practice
Hampshire / Remote Flex
£30,000 – £35,000 DOE
Plus Flexible hours, pension and regular social events
The Paraplanner Role:
Reporting to the Paraplanning Manager, the Paraplanner works as part of the technical team supporting the Principal Partner and other Financial Advisers within the Practice.
+ Keep Advisers up to date with all business, administration tasks, LOA chasing and case progression
+ Keep up to date with any new procedures, compliance, changes to business submission procedures and head office communications
+ Full support of follow-up letters including drafting and checking the sense and advice
+ Attending client meetings as and when required to assist in presentation, information gathering or any other activity central to securing the business
+ Development of best practice including information gathering processes
+ Development of systems & procedures to ensure swift transaction of business
+ Processing withdrawals and switches
+ Completion of internal exams and continuing development
Qualities & Skills:
+ Previous experience in a Paraplanning role
+ The ability to balance conflicting demands in a calm and friendly manner
+ Ability to work autonomously and within a team
+ Analytical with precise attention to detail
+ Ability to accurately transpose information
+ Comfortable with templated SLs
+ Experience in maintaining systems, processes and procedures
+ Up to date knowledge of regulation and legislation
Sounds like a good fit? Apply here for a fast-track path to the Hiring Manager.
If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.