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Paraplanner

Burgh Recruitment Ltd
Job LocationWarrington
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner Location: WarringtonSalary: Highly Competitive + bonus schemeWorking as part of the team at Bright Wealth Management Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc.An excellent opportunity has arisen for a Paraplanner to work within a highly successful St. James’s Place Wealth Management Partner Practice. You will be joining the fast paced Paraplanning team based in their Warrington office, ensuring the business generated by the Wealth Managers who you will be working alongside is processed correctly and in a timely manner.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 £117bn.This Practice is well established and highly successful.The Role - Paraplanner You will be working within a busy team and your role will include:

  • Supporting the Practice Management by dealing effectively with day to day business
  • Collating client information and preparing suitability letters
  • Gathering relevant information to liaise with the Adviser as appropriate to fill in any information gaps
  • Managing cases to completion and working with internal processing systems
  • Undertaking relevant research to make recommendations and provide evidence
  • 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. Qualities and skills include:
  • Diploma qualified or working towards it, even considering Chartered FP
  • You will have been working within an IFA or Wealth Management environment
  • You have the ability to work autonomously, remotely and within a team
  • You are analytical, with precise attention to detail
  • Experienced in maintaining systems, processes and procedures
  • Up to date knowledge of regulations, legislation and taxation
  • 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
  • You will have at least 2-3 years experience of Paraplanning, ideally within an SJP Practice
    • 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. Required skills
  • Customer Satisfaction
  • Microsoft Office
  • Paraplanning
  • Report Writing
  • Highly Detailed

    • Keyskills :
    Customer Satisfaction Microsoft Office Paraplanning Rept Writing Highly Detailed

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