Paraplanner (Pensions Management)

3 weeks ago

South East London, United Kingdom Enver Wealth Management Ltd Full time

Full-time, Permanent
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.
We are seeking an experienced paraplanner to join our team at a successful Senior Partner Practice of St. You will be part of a thriving and growing business and will be an integral part of our technical team, who will be the go-to person, supporting our team with technical queries and training.
To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.
Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client's needs and expectations;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client's risk profile;
Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
Assisting in the preparation of tax calculations where necessary;
Ensure that the team are compiling clear and comprehensive reports, with recommendations that are within compliance standards and conducting quality checks when required;
Assist in training for less experienced members of the team;
Running reports and illustrations and collating key data;
Assisting with the quality of advice and taking responsibility for our Practice Quality Score.
Experience of the Pension Transfer market;
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Enthusiasm to help clients.
Annual performance bonus
Paid birthday leave
Hybrid working - Fridays WFH
Financial Planning Assistant, Wealth Management Analyst, Investment Planning Coordinator, Financial Strategy Associate, Retirement Planning Specialist, Financial Planning Coordinator, Wealth Advisory Associate, Financial Planning Analyst, Investment Strategy Coordinator, Portfolio Management Assistant, Financial Advisory Associate, Wealth Planning Analyst, Retirement Strategy Assistant, Investment Advisory Coordinator, Financial Strategy Analyst, Portfolio Planning Specialist, Financial Services Associate Wealth Management Coordinator, Retirement Planning Associate, Investment Planning Specialist will also be considered for this role.

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