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Job Location | London |
Education | Not Mentioned |
Salary | £30,000 - £45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
We are currently recruiting for a nearly or Fully Diploma Level qualified Paraplanner for a Principal Partner Practice of St. James’s Place Wealth Management based in Barbican, London on a full time basis.Role OverviewWorking in a small team environment, working directly with either one or two Senior Partners (Financial Advisors), the Paraplanner shall provide full technical support to the team in terms of technical meeting preparation, and Suitability Letter writing for all transfer, replacement and new business cases, drawdowns, drawdown reviews, protection and EIS/VCT letters.This role would be particularly suited to someone seeking a long-term career as a Paraplanner, and shall be Part or Fully Diploma level 4 qualified (DipPFS), with a view to working towards completing the Pension Transfer exam.The Paraplanner shall also act as the Partner Sales Support Manager, managing junior members of the team, ensuring that all compliance requirements are adhered to.Role ContentThe Paraplanner role will compile of a mix of Technical and Administrative duties including (but not exclusively) the following:Role requirements
Keyskills :
Computer Literate Financial Planning Paraplanning Pensions Wealth Management