Senior Paraplanner
Location: Leeds - Hybrid
Salary: Up to £50,000 (DoE)
Working as part of the team at an Appointed Representative of St. James's Place Plc
An excellent opportunity has arisen for an experienced Senior Paraplanner to join a highly successful St. James's Place Practice.
Working closely with the Partner, you will play a key role in supporting the ongoing growth and success of the business providing high-quality paraplanning support.
This is an exciting opportunity for a motivated and detail-oriented professional who thrives in a collaborative environment and is looking to make a significant contribution to a growing and successful Practice
The Role: Senior Paraplanner
Working closely with the Partner, you will play a pivotal role in supporting the delivery of high-quality financial planning services. Your responsibilities will include:
- Managing all aspects of the client advice journey, ensuring work is completed efficiently, accurately, compliantly, and within agreed timescales.
- Supporting a portfolio of clients with complex financial planning needs, providing exceptional service and building strong, long-term relationships.
- Ensuring all advice meets regulatory requirements and the highest professional standards.
- Working proactively with the Partner to ensure seamless delivery of advice and an outstanding client experience.
- Contributing to the ongoing development and improvement of operational systems and processes within the Practice
The Person: Senior Paraplanner
This role would suit a confident, driven and technically strong professional with excellent paraplanning experience.
- A proactive "can-do" attitude and strong attention to detail.
- Experience within an IFA or Wealth Management environment, ideally an SJP Partner Practice.
- Level 4 DipPFS qualified or Chartered
- Strong technical knowledge of Tax, Trusts, Investments and Pensions
- Highly organised with excellent IT skills.
- Confident dealing with clients and third parties.
- Professional, discreet and able to handle sensitive information with confidence
St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £240.8bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
#J-18808-Ljbffr
Senior Paraplanner in Wetherby employer: iKrut
As a Compliance Officer at MSI-DS, you will join a dynamic team dedicated to upholding the highest standards of integrity and security in defence systems. Our commitment to employee growth is reflected in the progressive nature of this role, offering ample opportunities for professional development and increased responsibility. Located in a collaborative environment that values safety, accountability, and engineering excellence, you will play a crucial part in ensuring compliance while contributing to national security efforts.
