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My client is a well - established and highly successful Wealth Management SJP Partner based in London and they are actively looking to recruit a talented Paraplanner to assist their Advisors as they offer financial services and advice to their clients. The role offers a hybrid working pattern, competitive benefits package and a salary up to £45k
As a paraplanner, you will be supporting an advisor/partner with recommendations and producing suitability reports in order for them to provide advice to their clients. You will be dealing with high net worth clients and complex cases across pensions, investments, IHT, estate planning, and protection. In addition to your paraplanning duties you will be overseeing an administrator who will be dealing with fund switches, producing reports in preparation of annual reviews, managing and dealing with any 3rd party providers, producing and documenting Letters of Authority as well as managing client relationships alongside the advisor.
This is an amazing opportunity to work for a highly regarded Advisor who has an excellent track record in building and maintaining strong client relationships. You will also benefit from joining a firm that operates under the wider St James Place umbrella which gives you access to unparalleled resources to carry out your work and support any training requirements that you may have. They offer a great work culture, a professional and friendly working environment and support a busy social calendar with regular social events to attend arranged by the employer.
The role is fully hybrid and can go to 2/3 days in office and Working from home.
Applicants MUST have at least 2 years working as a paraplanner (ideally with another SJP practice) and hold the diploma in Financial Planning (or at least several RO papers under their belt.
If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
