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Paraplanner

Location
Epsom, Surrey
Job Type
Permanent
Posted
8 Sep 2022
Paraplanner Location: Epsom Salary: Highly Competitive We are an SJP Partner Practice in Epsom looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time. You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills Level 4 Diploma is desirable but not required if you have good paraplanning experience You will have experience of Life, Pension, IHT and Investment products Team fit is important to us and we have a positive approach to work/life balance, so we are looking for like-minded individuals. St. James s Place 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 £142bn. This practice is well established and highly successful Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice
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Details

  • Job Reference: 707258380-2
  • Date Posted: 8 September 2022
  • Recruiter: St. James&;s Place Wealth Management
    St. James&;s Place Wealth Management
  • Location: Epsom, Surrey
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent