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- Tasks: Join a dynamic team as a Paraplanner, supporting financial planners and preparing detailed reports.
- Company: Be part of a well-established Partner Practice of St. James’s Place Wealth Management in London.
- Benefits: Enjoy a competitive salary, annual bonuses, 25 days holiday, and career progression support.
- Why this job: This role offers a chance to grow in a collaborative environment focused on high standards and personal development.
- Qualifications: Previous experience with St. James’s Place systems is desirable; strong attention to detail is essential.
- Other info: Full-time role with a Monday to Friday schedule, based in Mayfair.
The predicted salary is between 41000 - 50000 £ per year.
A well-established Partner Practice of St. James’s Place Wealth Management is seeking a motivated and detail-oriented Paraplanner to join their dynamic and growing team based in London. This is an outstanding opportunity for an individual who is passionate about financial planning and committed to delivering high-quality support within a professional environment. The successful candidate will play a key role in supporting a Senior Financial Planner, contributing to the delivery of tailored financial advice while ensuring all processes meet compliance and industry standards.
Key Responsibilities:- Prepares suitability reports, portfolio reviews, and financial plans, ensuring all documentation is accurate and compliant.
- Conducts detailed research on financial products, investment solutions, and market developments to support client recommendations.
- Maintains and updates client records within the CRM system, ensuring accuracy and confidentiality.
- Ensures all tasks align with SJP compliance requirements and best practices.
- Participates in ongoing professional development, including studying towards the Diploma in Financial Planning.
- Previous experience with St. James’s Place systems and Salesforce is desirable.
- Strong skills in data entry, cashflow management, and Microsoft Office.
- Exceptional attention to detail and written communication.
- Calm under pressure, organised, and capable of managing multiple deadlines.
- Salary: £41,000 - £50,000 (depending on experience)
- Full-time role, Monday to Friday, 9am-6pm, based in Mayfair
- Life and critical illness cover after probation
- Annual performance-based bonus
- 25 days holiday, plus bank holidays and additional Christmas leave
- Workplace pension scheme
- Comprehensive support for career progression and qualifications
This role offers a fantastic platform for a paraplanner looking to take the next step in their career within a highly respected, client-focused practice. The successful applicant will be welcomed into a collaborative environment where high standards, personal development, and team spirit are key.
To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Exciting Opportunity in Financial Planning, London, £41,000 -£50,000 DOE, Full-time
✨Tip Number 1
Familiarise yourself with St. James’s Place systems and Salesforce, as having prior experience with these tools can set you apart from other candidates. Consider reaching out to current or former employees to gain insights into their use and best practices.
✨Tip Number 2
Showcase your attention to detail by preparing for the interview with examples of how you've ensured compliance in previous roles. Be ready to discuss specific situations where your meticulousness made a difference in client outcomes.
✨Tip Number 3
Stay updated on the latest financial products and market developments. Being knowledgeable about current trends will not only impress during interviews but also demonstrate your commitment to providing high-quality support.
✨Tip Number 4
Network within the financial planning community, especially with professionals who have experience at St. James’s Place. Attend industry events or join relevant online forums to build connections that could lead to valuable referrals.
We think you need these skills to ace Paraplanner - Exciting Opportunity in Financial Planning, London, £41,000 -£50,000 DOE, Full-time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your attention to detail, organisational skills, and any previous work with St. James’s Place systems or Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning. Mention specific examples of how you've supported financial planners in the past and how you ensure compliance and accuracy in your work.
Highlight Relevant Skills: In your application, clearly outline your skills in data entry, cashflow management, and Microsoft Office. Provide examples of how these skills have helped you succeed in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A well-presented application reflects your attention to detail, which is crucial for a paraplanner role.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and investment solutions. Research recent market developments and be prepared to discuss how they could impact client recommendations during the interview.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. Bring examples of your previous work that showcase your ability to prepare accurate reports and maintain compliance. Highlight any experience with documentation and data entry.
✨Familiarise Yourself with Compliance Standards
Understanding compliance requirements is key in this role. Brush up on SJP compliance standards and be ready to explain how you ensure adherence in your work. This will show your commitment to maintaining high professional standards.
✨Showcase Your Organisational Skills
Being organised and calm under pressure is essential for managing multiple deadlines. Prepare to discuss how you prioritise tasks and manage your time effectively, perhaps by sharing specific examples from your past experiences.