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For Companies At a Glance
- Tasks: Support clients with top-notch financial planning and investment strategies.
- Company: Join a reputable wealth management firm dedicated to tailored financial advice.
- Benefits: Enjoy a competitive salary and fully remote work flexibility.
- Why this job: Be part of a collaborative team making a real impact in financial planning.
- Qualifications: Experience with SJP systems and strong report-writing skills are essential.
- Other info: Ideal for those looking to advance their career in a supportive environment.
The predicted salary is between 34000 - 38000 £ per year.
Remote Paraplanner Opportunity – SJP Experience Required
Salary: £40,000 - £45,000
Location: Remote (UK-based)
Are you an experienced Paraplanner with a passion for delivering high-quality financial planning support? Do you have a strong background in St. James’s Place (SJP) systems and processes? This could be the perfect role for you!
We are a specialist recruitment consultancy representing a well-established and reputable wealth management practice. This firm is dedicated to providing tailored financial advice to help clients achieve their financial goals, offering services such as investment planning, retirement planning, and inheritance tax strategies.
The Role
As a Remote Paraplanner, you will play a vital role in ensuring clients receive the highest standard of financial advice and support. Working remotely, you’ll collaborate with the team to optimise financial strategies, manage investments, and prepare detailed reports.
Key Responsibilities
- Oversee the end-to-end business process to ensure efficiency and compliance with practice and regulatory standards.
- Liaise directly with the advisor and clients to gather necessary information and address queries.
- Conduct ceding scheme investigations and compile detailed Suitability Letters and Reports.
- Complete client Drawdown Reviews and manage Auto-Enrolment Schemes.
- Maintain up-to-date knowledge of templates, advice notes, and financial products.
- Collaborate with central support teams and administration centres to ensure seamless client service.
About You
- Experience with St. James’s Place products, systems, and processes is essential.
- Proven expertise as a Paraplanner, with strong report-writing skills.
- Knowledge of Life, Pension, and Investment products.
- Level 4 Diploma in Financial Planning is desirable but not essential if you have extensive paraplanning experience.
- Excellent attention to detail, accuracy, and ability to work independently in a remote setting.
- Strong communication and interpersonal skills.
What’s on Offer
- Competitive salary of £40,000 - £45,000.
- Fully remote working arrangement.
- Opportunity to work with a prestigious wealth management firm.
- Collaborative, supportive environment focused on long-term client relationships.
If you’re ready to take the next step in your career and join a forward-thinking wealth management team, we’d love to hear from you. Apply today and start making an impact in the world of financial planning!
Paraplanner - Remote employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Remote
✨Tip Number 1
Familiarise yourself with St. James’s Place products and systems. Since experience with SJP is essential for this role, demonstrating your knowledge during any conversations or interviews can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have worked with SJP. Engaging with industry contacts can provide valuable insights and potentially lead to referrals that enhance your application.
✨Tip Number 3
Prepare to discuss specific examples of your paraplanning experience, particularly in relation to report writing and client interactions. Being able to articulate your past successes will demonstrate your capability and confidence in the role.
✨Tip Number 4
Stay updated on current trends and regulations in financial planning. Showing that you are proactive about your professional development can impress potential employers and highlight your commitment to the field.
We think you need these skills to ace Paraplanner - Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with St. James’s Place systems and processes. Emphasise your paraplanning expertise and any relevant qualifications, such as the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to deliver high-quality support. Mention specific examples of how you've successfully managed client relationships and financial strategies in the past.
Highlight Relevant Skills: In your application, focus on your strong report-writing skills and attention to detail. Discuss your knowledge of Life, Pension, and Investment products, as well as your ability to work independently in a remote setting.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your professionalism and attention to detail, which are crucial in the financial planning sector.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your SJP Knowledge
Make sure to highlight your experience with St. James’s Place products and systems during the interview. Be prepared to discuss specific examples of how you've used these in your previous roles, as this will demonstrate your familiarity and expertise.
✨Prepare for Technical Questions
Expect questions related to financial planning processes, investment strategies, and compliance standards. Brush up on your knowledge of Life, Pension, and Investment products, as well as any recent changes in regulations that may affect your role.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, provide examples of how you've ensured accuracy in your reports and documentation. This will reassure the interviewer of your capability to maintain high standards in your work.
✨Emphasise Communication Skills
Since you'll be liaising with advisors and clients remotely, strong communication skills are essential. Share instances where you've effectively communicated complex financial information to clients or team members, showcasing your ability to build relationships and provide excellent service.
