SJP Paraplanner
Location: Knutsford Cheshire
Salary: Up to £55,000
Duration: Full time, Permanent, Hybrid
We are working with a well regarded St James's Place practice based in Knutsford who are looking to bring on an experienced SJP Paraplanner to work on the complex technical cases within the practice and help support junior colleagues.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner:
- Assist financial planners in preparing financial plans, investment strategies, and recommendations.
- Conduct research on investment products, pensions, tax, and other financial matters.
- Analyse client data to support financial recommendations.
- Prepare and maintain client documentation and reports.
- Liaise with clients, providers, and other professionals as required.
- Ensure that all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases and ensure timely delivery of financial plans.
On Offer?
- Salary of up to £55,000
- 2 days a week working from home
- 25 days annual leave bank holidays
- Company Bonus scheme
- Study support to Chartered Status
Requirements:
- Level 4 diploma in regulated financial planning
- 2+ years experience in a paraplanning role
- Experience working in SJP environment
What's Next?
If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours
Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Paraplanner in Knutsford employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
