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- Tasks: Join a dynamic team as a Paraplanner, crafting tailored financial advice and reports.
- Company: Be part of St. James’s Place Wealth Management, a leader in bespoke financial services.
- Benefits: Enjoy hybrid working, competitive salary, and comprehensive training opportunities.
- Why this job: Make a real impact while developing your skills in a supportive, goal-oriented environment.
- Qualifications: Experience in financial planning, strong communication skills, and a passion for continuous learning required.
- Other info: Full training on company-specific software and compliance will be provided.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner (SJP) – Esher, Surrey
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
Required
- 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 josie@artemisrecruitment.co.uk
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Paraplanner (SJP) - Esher, Surrey employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (SJP) - Esher, Surrey
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, such as Trustnet and Salesforce. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with current or former employees of St. James’s Place Wealth Management. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Stay updated on the latest regulatory changes and industry developments related to wealth management. This will not only enhance your knowledge but also demonstrate your commitment to continuous professional development during interviews.
✨Tip Number 4
Prepare for potential scenario-based questions that may arise during the interview. Think about how you would handle various client situations or compliance challenges, as this will showcase your problem-solving skills and understanding of the paraplanning role.
We think you need these skills to ace Paraplanner (SJP) - Esher, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that match the job description. Focus on your ability to produce Suitability Reports, write suitability letters, and your knowledge of regulatory requirements.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention specific experiences that demonstrate your skills in paraplanning and client service.
Showcase Your Technical Skills: Emphasise your proficiency with MS Office, Salesforce, and any research tools you are familiar with. Provide examples of how you've used these tools effectively in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for grammar, spelling, and punctuation errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Report Writing Skills
Since the role requires producing comprehensive Suitability Reports, be prepared to discuss your experience in writing these documents. Bring examples if possible, and highlight your ability to combine standard paragraphs with free text.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with various financial products such as pensions, investments, and protection plans. Be ready to discuss how you've prepared illustrations for these products in the past, as this will show your practical knowledge.
✨Highlight Your Compliance Awareness
Understanding regulatory requirements is crucial for this position. Be prepared to talk about your experience liaising with compliance bodies and ensuring that cases meet all necessary standards.
✨Emphasise Your Continuous Learning
This role values continual professional development. Share examples of how you've kept up-to-date with industry changes and your commitment to ongoing learning, which will demonstrate your ambition and adaptability.
