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- Tasks: Join us as a Paraplanner, writing Suitability Letters and collaborating with Advisors.
- Company: St. James’s Place is a top FTSE 100 Wealth Management firm with over £190.2bn in funds.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a successful team, enhance your skills, and make a real impact in financial services.
- Qualifications: Ideal for those with up to 2 years in Wealth Management or looking to step into Paraplanning.
- Other info: Standard Financial and Identity checks will be conducted for successful candidates.
Hours: Full time, 9 month contract
Location - London / Hybrid (3 days in office)
Salary - up to £30,000 pro rata
Working in collaboration with the Advisors and other colleagues, the Paraplanner will carry out paraplanning tasks – i.e. writing Suitability Letters in line with company policy to ensure cases are progressed within agreed timeframes and SLAs. The role will be required to comply with the FCA compliance rules on financial advice services.
Principal Duties:
- Writing Suitability Letters (SLs) within the agreed timeframes (specific SLAs to be shared separately; SLAs are reviewed regularly)
- Working in iBusiness to maintain Advice Sets and update case status
- Tracking cases in iBusiness and provide requested input for regular BST reporting
- Liaising with Advisers to obtain clarity on information required to complete SLs
- Liaising with SJP’s Business Assurance (BA) to ensure Advice Framework is clearly understood and embedded in paraplanning activities
- Maintaining and sharing paraplanning knowledge to effectively progress cases and write SLs
- Identifying issues and opportunities to improve the paraplanning process; to be shared with the Head of Operations
- Meeting Quality of Documentation (QoD) targets and other KPIs (to be shared separately)
- Contributing to all back office processes and quality improvement initiatives
- Escalating issues to Team Leader
Person Specification:
- Up to 2 years’ experience of working within a Wealth Management firm either as a Paraplanner or looking for the next move towards Paraplanning
- Experience of working within a financial services sector
- Demonstrable experience of building rapport and interacting with clients effectively
- A driven individual with a focus on client service
- Adaptable to change management plans
- Highly skilled and organised
- Strong numerical ability and ability to analyse financial data and performance metrics
- Confidence and ability to influence senior stakeholders
- Ability to work autonomously as well as follow directions
- Technically proficient including Office 365
St. James’s Place plc (SJP) is a leading, 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 £190.2bn. 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Paraplanner - 9 month Fixed Term Contract employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 9 month Fixed Term Contract
✨Tip Number 1
Familiarise yourself with the FCA compliance rules and regulations related to financial advice services. Understanding these guidelines will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals already working in paraplanning or wealth management. Engaging with them can provide insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Brush up on your technical skills, especially with Office 365 and any specific software used in paraplanning like iBusiness. Being proficient in these tools will make you stand out as a candidate who can hit the ground running.
✨Tip Number 4
Prepare to discuss your experience in building rapport with clients and how you've effectively communicated with senior stakeholders. Highlighting these soft skills can set you apart from other candidates and show your suitability for the role.
We think you need these skills to ace Paraplanner - 9 month Fixed Term Contract
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with writing Suitability Letters and the compliance rules set by the FCA, as these are crucial for the role.
Tailor Your CV: Highlight your relevant experience in wealth management or financial services. Emphasise any specific skills related to paraplanning, such as your ability to analyse financial data and your experience with client interactions.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and how your background aligns with the company's needs. Mention your adaptability and focus on client service, as these traits are important for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail, which is vital for a Paraplanner.
How to prepare for a job interview at St. James's Place Wealth Management
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does, especially the importance of writing Suitability Letters and adhering to SLAs. Familiarise yourself with the specific responsibilities mentioned in the job description.
✨Showcase Your Experience
Be prepared to discuss your previous experience in wealth management or financial services. Highlight any relevant skills, particularly those related to client interaction and compliance with FCA rules.
✨Demonstrate Your Analytical Skills
Since the role requires strong numerical ability and analysis of financial data, be ready to provide examples of how you've successfully analysed data in past roles. This could include discussing specific metrics or performance indicators you've worked with.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you understand the company culture and expectations better.
