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Paraplanner

Burgh Recruitment Ltd
Job LocationDoncaster
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time or part-time Work from home

Job Description

Paraplanner Location: Working from homeSalary: Highly Attractive Self Employed package Hours: Flexible (can be full or part time)Working as part of the team at The Paraplanning Partnership Ltd who are an outsourced paraplanning services company that operate exclusively for partners of St. Jamess Place Wealth Management Plc.An excellent opportunity has arisen for a Paraplanner to work within a highly successful St. Jamess Place Wealth Management Partner Practice. You will be joining the fast paced Paraplanning team based at home ensuring the business generated by The ParaplanningPartnership Ltd is processed correctly and in a timely manner.St. Jamess 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 fundsunder management in excess of £143bn.This Practice is well established and highly successful.The Role: Paraplanner You will be working within a busy team and your role will include:

  • Collating client information and preparing suitability letters
  • Preparing illustrations and reports for client meetings
  • Managing cases to completion and working with internal processing systems
  • Ensuring that the business obtained is being processed compliantly and in a timely manner
  • Liaising with colleagues and third parties on a daily basis.
You will be given full training on the relevant IT systems and you will have the opportunity to progress within the SJP Accreditation frameworkThe 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 you are working towards the Level 4 Dip PFS qualification or may even have obtained it
  • Alternatively, you may be FPC qualified and/or have significant industry experience
  • You may have used the CRM Salesforce
  • You will need to have some experience of the administration of IHT and/or Pension and/or 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 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 related business Practice

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