Financial Services Specialist

5 days ago


Beckenham, Greater London, United Kingdom St James's Place Wealth Management Full time
Job Summary:

We are seeking a highly skilled Paraplanning Expert to join our team at St James's Place Wealth Management. As a key member of our paraplanning department, you will play a vital role in providing exceptional client service by supporting the preparation of suitability reports and case files.

About the Role:

This is an exciting opportunity for a motivated and organized individual to work in a fast-paced environment, utilizing their technical skills and knowledge to deliver high-quality results. The ideal candidate will have a strong understanding of financial planning concepts, including income tax, capital gains tax, inheritance tax, trusts, and pension transfers.

Responsibilities:
  • Assist in the preparation of suitability reports, case files, and other related documents.
  • Conduct research to identify suitable solutions to meet client needs, involving obtaining information, quotes, illustrations, and product details for comparison and analysis.
  • Liaise with advisers to ensure adequate information is available to progress cases efficiently.
  • Maintain accurate records and update client files as necessary.
Requirements:
  • A minimum Level 4 Diploma in Financial Planning or equivalent qualification.
  • Excellent communication and organizational skills.
  • Proficiency in MS Office, MS Outlook, and CRM systems such as Salesforce.
  • Ability to prioritize workload and manage multiple tasks effectively.
Salary:

The estimated salary for this position is £35,000 - £45,000 per annum, depending on experience.



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