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For Companies At a Glance
- Tasks: Join us as a Paraplanner, guiding clients through their financial journey with expert advice.
- Company: Be part of St. James’s Place, a top FTSE 100 Wealth Management firm with £198.2bn in funds.
- Benefits: Enjoy a collaborative environment, continuous professional development, and opportunities for career progression.
- Why this job: This role offers a chance to make a real impact on client outcomes while growing your skills.
- Qualifications: Experience in IFA or Wealth Management is essential; strong communication and IT skills are a must.
- Other info: You'll work closely with clients, so professionalism and confidence are key to success.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
The opportunity
An exciting new opportunity has arisen for an experienced paraplanner to join the dynamic and growing Wealth Management business, who are a highly successful Senior Partner Practice at St. James’s Place Wealth Management Plc.
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £198.2bn.
The practice has been highly successful and experienced year on year growth since it was established 25 years ago and currently managing £200m+ funds under management. This role forms a key part of the Practice’s strategic growth plan, focused on enhancing client outcomes and increasing funds under management. This role is a fantastic career opportunity in a collaborative and supportive environment that values continuous professional development and career progression.
The role
As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated.
About You
- You will have knowledge of and demonstrable experience in an IFA or Wealth Management environment.
- You will be articulate, numerical and have extensive experience of complex Inheritance Tax Planning, Pensions (including transfers and Decumulation), Investments, Protection and cash flow modelling as well as composing accurate suitability letters.
- You must be able to show initiative, have excellent IT skills and be a strong communicator. You will need to be self-motivated and comfortable to manage your workload.
- As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.
Paraplanner - SJP employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - SJP
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management, particularly around Inheritance Tax Planning and Pensions. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work at St. James’s Place or similar firms. Attend industry events or join relevant online forums to build connections that could provide insights or even referrals for the paraplanner role.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your skills in conducting research and preparing detailed reports. Being able to articulate your thought process and outcomes will showcase your expertise effectively.
✨Tip Number 4
Practice your communication skills, as this role requires liaising with clients and third parties. Consider mock interviews or role-playing scenarios to enhance your confidence and professionalism when discussing complex financial topics.
We think you need these skills to ace Paraplanner - SJP
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner at SJP. Familiarise yourself with the key skills required, such as knowledge in Inheritance Tax Planning and Pensions, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in an IFA or Wealth Management environment. Provide specific examples of your work with complex financial products and client interactions to demonstrate your suitability for the role.
Craft a Strong Cover Letter: Your cover letter should reflect your understanding of the company and the role. Mention why you are interested in working for SJP and how your skills align with their strategic growth plan. Be sure to convey your enthusiasm for continuous professional development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate your understanding of complex financial concepts. Be prepared to discuss your experience with Inheritance Tax Planning, Pensions, and Investments in detail. Use specific examples from your past roles to illustrate your expertise.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life client situations. Think about past experiences where you successfully navigated challenges or provided solutions. This will show your problem-solving skills and ability to think on your feet.
✨Emphasise Communication Skills
Since the role involves liaising with clients and the Administration team, highlight your communication abilities. Share examples of how you've effectively communicated complex information to clients or colleagues, ensuring clarity and understanding.
✨Demonstrate Initiative and Self-Motivation
The job requires someone who can manage their workload independently. Discuss instances where you've taken the initiative to improve processes or outcomes in your previous roles. This will showcase your proactive approach and commitment to professional development.
