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- Tasks: Join our team as a Paraplanner, crafting detailed financial reports and supporting clients.
- Company: Be part of a leading Wealth Management Practice under St. James’s Place, known for bespoke financial advice.
- Benefits: Enjoy comprehensive training, flexible working options, and a supportive team culture.
- Why this job: This role offers hands-on experience in finance, with opportunities for growth and professional development.
- Qualifications: Ideal candidates should have strong writing skills, attention to detail, and a passion for finance.
- Other info: Full training on company-specific software will be provided, ensuring you’re set up for success.
The predicted salary is between 28800 - 43200 £ per year.
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The successful candidate will be responsible for paraplanning within this highly successful Practice.
The candidate we are seeking should love gathering information and following through on it. Attention to detail is paramount for this role.
Essential skills required:- The ability to produce comprehensive, accurate, and clear Suitability Reports using a combination of standard paragraphs and free text;
- Experience in writing suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, Protection;
- Experience of preparing illustrations for numerous products, such as Protection;
- Experience of back-office administration related to paraplanning, such as updating a client’s CFR, auditing client files, and ensuring all regulatory and company requirements are met at case completion;
- Undertake continuous professional development to meet regulatory requirements, both internally and externally;
- Liaise with Business Assurance (SJP’s internal compliance body) and ensure cases are graded as suitable on first attempt during all pre- and post-approval checks;
- Excellent grammar, spelling, and punctuation skills;
- Excellent interpersonal and communication skills;
- A high standard of personal organizational skills;
- Experience working to targeted service standards and procedures;
- A proven track record of delivering first-class client service;
- A good working knowledge of regulatory requirements;
- Ambitious and goal-oriented;
- Evidence of continual learning and development of skills and knowledge;
- An adaptable and flexible approach to work within a changing environment;
- Experience working unsupervised with a high level of self-motivation;
- Good IT skills covering MS Office, MS Outlook, MS Excel, and back-office systems.
- Knowledge of research tools & software (e.g., Trustnet, Analytics, Voyant);
- Working knowledge of CYC calculations;
- Knowledge in areas such as Protection, IHT, and Tax-Efficient Investments;
- Understanding of industry initiatives including RDR;
- Desire to maintain knowledge of industry developments;
- Ability to prioritize workload and liaise with advisers to ensure sufficient information to progress cases;
- Ability to use Salesforce (Client and Case Management Systems) in a process-driven compliant way; learning and using our CRM is a key part of the role;
- Ability to use the Electronic Business Submission system;
- Ability to follow company and business processes;
- Full training of company-specific software and compliance requirements will be provided.
Paraplanner (SJP) - London employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (SJP) - London
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as Pensions, IHT Planning, and EIS/VCTs. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work with St. James’s Place. Engaging with current employees can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Brush up on your report writing skills, particularly in creating suitability reports. Consider practising by drafting sample reports based on hypothetical client scenarios to showcase your ability to produce clear and comprehensive documentation.
✨Tip Number 4
Stay updated on regulatory requirements and industry developments. Being knowledgeable about current trends and compliance issues will not only prepare you for interviews but also show that you are proactive and dedicated to your professional growth.
We think you need these skills to ace Paraplanner (SJP) - London
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner within a Wealth Management Practice. Familiarise yourself with the specific skills required, such as writing suitability reports and cash flow modelling.
Tailor Your CV: Customise your CV to highlight relevant experience in paraplanning, particularly in writing suitability reports for Pensions, IHT Planning, and other financial products mentioned in the job description. Use clear examples to demonstrate your skills.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and your understanding of the financial services industry. Mention your attention to detail and ability to produce accurate reports, as these are crucial for the position.
Proofread Your Application: Ensure your application is free from grammatical errors and typos. Given the emphasis on excellent grammar and communication skills in the job description, a polished application will reflect your attention to detail and professionalism.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Report Writing Skills
Since the role requires producing comprehensive Suitability Reports, be prepared to discuss your experience in writing these reports. Bring examples if possible, and highlight your attention to detail and ability to communicate complex information clearly.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with various financial products such as Pensions, IHT Planning, and EIS/VCTs. Be ready to discuss how you have used these products in your previous roles and how they can benefit clients.
✨Prepare for Technical Questions
Expect questions related to cash flow modelling and regulatory requirements. Brush up on your knowledge of CYC calculations and industry initiatives like RDR to show that you are well-informed and proactive about your professional development.
✨Exhibit Strong Interpersonal Skills
As a Paraplanner, you'll need to liaise with advisers and clients regularly. Prepare to demonstrate your communication skills and how you've successfully built relationships in past roles. This will show that you can deliver first-class client service.
