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- Tasks: Join us as a Paraplanner, crafting detailed financial reports and supporting our clients' wealth management needs.
- Company: Be part of a leading Wealth Management Practice under St. James’s Place, known for bespoke financial advice.
- Benefits: Enjoy competitive pay, ongoing training, and the chance to work in a dynamic environment.
- Why this job: This role offers hands-on experience in finance, a supportive culture, and opportunities for personal growth.
- Qualifications: Ideal candidates should have strong report writing skills and a passion for financial planning.
- Other info: Full training on company-specific software will be provided, ensuring you’re set up for success.
The predicted salary is between 28000 - 42000 £ 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. This position will be hybrid working with a competitive salary on offer.
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, Pensions, Investments, Mortgages, Protection.
Experience of preparing illustrations for numerous products, such as Protection.
Experience of back office administration that relates to the paraplanning role such as updating a client\’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case
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 first time on all pre and post approval checks
Excellent grammar, spelling and punctuation skills;
Excellent interpersonal and communication skills;
A high standard of personal organisational skills;
Experience of working to targeted service standards and procedures;
A proven track record in delivering first-class client service;
A good working knowledge of regulatory requirements;
Ambitious and goal-orientated;
Evidence of continual learning and development of skills and knowledge;
An adaptable and flexible approach to work within a changing environment;
Experience of working unsupervised with a high level of self-motivation;
Good IT skills covering MS Office, MS Outlook, MS Excel and back office system
Requirements
Knowledge of research tools & software (e.g. Trustnet, Analytics, Voyant)
Working Knowledge of CYC calculations
Knowledge in other areas such as Protection, IHT and Tax Efficient Investments
Understanding of industry initiatives including RDR
Desire to maintain knowledge of industry developments
Ability to prioritise workload and liaise with advisers to ensure adequate information is available to progress all cases
Ability to use Salesforce (Client and Case Management Systems) in a process driven compliant way. Learning and using the CRM is a key part of the role.
Ability to use the Electronic Business Submission system
Ability to follow company and business processes
Training & Continuous Development
Full training of company specific software and company compliance requirements will be provided.
If this is a position that is of interest to you, then please forward your CV to sam@artemisrecruitment.co.uk.
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PARAPLANNER (SJP) - LONDON, HARROW employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PARAPLANNER (SJP) - LONDON, HARROW
✨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 current or former Paraplanners at St. James’s Place or similar firms. Engaging with professionals in the field 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 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 show your dedication to continuous professional development, a key aspect of the role.
We think you need these skills to ace PARAPLANNER (SJP) - LONDON, HARROW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning, particularly in writing suitability reports and cash flow modelling. Use specific examples that demonstrate your skills in Pensions, IHT Planning, and other areas mentioned in the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention your attention to detail and ability to produce comprehensive reports, as these are crucial for the position.
Showcase Your Skills: In your application, emphasise your excellent grammar, spelling, and punctuation skills. Provide examples of how you've successfully communicated complex information in previous roles.
Highlight Continuous Learning: Demonstrate your commitment to professional development by mentioning any relevant courses or certifications you have completed. This shows that you are ambitious and willing to grow within the industry.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Report Writing Skills
Since the role requires producing comprehensive and clear suitability reports, be prepared to discuss your experience in writing such documents. Bring examples if possible, and highlight your attention to detail and ability to tailor reports to different financial topics.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with various financial products like Pensions, IHT Planning, and EIS/VCTs. Be ready to discuss how you have used these products in past roles and how you can apply this knowledge in the new position.
✨Highlight Your IT Proficiency
The job mentions the need for good IT skills, particularly with MS Office and back office systems. Be prepared to discuss your experience with these tools and any specific software you've used, such as Salesforce or Trustnet.
✨Prepare for Compliance Questions
As compliance is a key aspect of the role, review the regulatory requirements relevant to paraplanning. Be ready to explain how you ensure compliance in your work and your understanding of industry initiatives like RDR.
