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Paraplanner

Posted on May 22, 2020 by CV-Library

Fareham, Hampshire, United Kingdom
Accountancy
Immediate Start
£30k - £35k Annual
Full-Time


Paraplanner – Whiteley (6 month contract - view to permanent) An excellent opportunity has arisen for a Paraplanner to work on a temporary basis within a busy, highly successful wealth management business, Eight Wealth Management Ltd, who are Principal Partners of St. James’s Place Wealth Management Plc. 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. Eight Wealth Management Ltd was the first partnership within SJP to hit in excess of £1.1bn of FUM which we are extremely proud of. The Role We need some extra help in the Paraplanning team to support the current level of caseload. Initially, we see this being for a 3 month period, however there may be a need to extend this further, depending on business demands. As this is a temporary role, we are looking for a talented paraplanner who is experienced and can come in and instantly hit the ground running! The role includes producing Suitability Reports, collating information and ensuring all cases are compliant, whilst maintaining a high quality of documentation standards that are considered normal working standards within the Practice. The Person You will be analytical, literate, have good communication skills, be able to work within a team and be prepared to work within deadlines. You will have a broad range of knowledge and experience in all areas of Paraplanning including investments, pensions, drawdown and protection cases. You will have been working within a Wealth Management environment and ideally you will be level 4 diploma qualified or working towards it. You will be required to work within a team, EWM’s “Team of the Year 2019”, and help maintain the workflow and high standards that the Practice operates to. Behaviours • Trust and Integrity – credible, reliable, honest and acting in others best interests. • Collaboration – understanding what we do and building strong working relationships to work effectively together for the benefit of our clients and the business. • Accountability and Continuous Improvement – Displaying ownership and commitment. Highlighting areas for improvement and creating an overall culture of continuous improvement. The Practice is amongst the top tier of St James’s Place firms and we wish to maintain that top tier position. If you have the required skills and enjoy working in a fun and conscientious company then we would love to hear from you. To apply - please apply via Eight Wealth Management's website or via this advert 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



Reference: 212063856

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