Paraplanner

4 weeks ago


Oakham, Rutland, United Kingdom St. James's Place Wealth Management Full time
Job Title: Paraplanner

We are seeking an experienced Paraplanner to join our team at St. James's Place Wealth Management. As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning and investment solutions to our clients.

Key Responsibilities:
  • Transact client investments and assist with the preparation of presentations and documentation required for client meetings
  • Conduct research to source suitable solutions, completing detailed and informative reports
  • Input and maintain detailed client information to support the Advisor team, ensuring supporting documentation and back-office systems are maintained and all client files remain compliant
  • Provide an efficient, friendly, and professional point of contact for clients and enquiries by telephone, email, and in person
  • Process cases and liaise with SJP admin teams
Requirements:
  • Experience as a Paraplanner with great report writing skills
  • Level 4 Diploma is desirable but not required if you have good paraplanning experience
  • Experience of Life, Pension, and Investment products
  • Team fit is important, we have a positive approach to work/life balance, and are looking for like-minded individuals

St. James's Place Wealth Management is a leading, highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. We have funds under management in excess of £181.9bn. This business is well established and highly successful.


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