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Paraplanner

Posted on Jun 11, 2020 by CV-Library

Torquay, Devon, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time

Paraplanner Location: Torquay, Devon Salary: Highly Competitive Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Paraplanner within a highly successful St. James’s Place Wealth Management Partner Practice. You will be working in a small team of based in their Torquay offices, ensuring the support provided both externally and internally is to the highest level. 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 £116bn. The Role - Paraplanner * You will work with a client focused, motivated team of support staff and implement and manage service standards within the team * Using your thorough understanding of the sales process, suitability letter requirements, internal pre-approval process and the regulatory requirements imposed by the FCA, you will work with colleagues to ensure these are reflected in the team’s work * You will assist in conducting research and producing client facing reports to facilitate advice opportunities * This could include analysing clients’ existing planning and portfolios, undertaking calculations, producing strategy reports and more focused suitability reports * You will develop good working relationships with product providers and provide timely and useful MI to various areas of the business, as well as participating in appropriate company and departmental training, competence and development initiatives. The Person - Paraplanner This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a ‘can do’ working style. * You will have a proven track record as a Paraplanner within an IFA or Wealth Management business with broad technical experience and supervisory responsibilities * You will have an engaging manner, with excellent people-skills * Ideally, you will have the DipPFS Level 4 qualification or you will be progressing towards it. 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


Reference: 212109645

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