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Job description
Remote or Hybrid Working
We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP)
Role Purpose:To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.
Key Duties and Responsibilities:
- Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations;
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
- Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile;
- Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
- Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
- You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey;
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
- Assisting in the preparation of tax calculations where necessary; Preparing for and assisting with Client review meetings when required; Work within and stay up to date with template changes and advice notes;
Knowledge and Experience:
- Previous paraplanning experience with St. Jamess Place (Minimum 1 year);
- Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);
- Chartered Financial Planner status (or working towards);
- Familiar with all major research systems (e.g. Analytics, Voyant etc.); Experience of the Pension Transfer market;
- Experience of the administration of IHT and/or Investment products; Demonstrates up to date knowledge of relevant regulation and legislation.
Benefits
Bonus based on cases written per month, OTE £50k
Holiday allowance: 25 & xmas shut down & BH
Extra 1 day every 2 yrs service (up to 32 max)
Progression and training
6% Pension
Salary Sacrifice scheme
Quarterly team nights out
