Financial Services Administrator

19 hours ago


Kings Hill, Kent, United Kingdom St. James's Place Wealth Management Full time
Junior Paraplanner Opportunity

We are seeking a highly motivated and organized Junior Paraplanner to join our team at St. James's Place Wealth Management. As a key member of our team, you will play a vital role in supporting our clients and helping them achieve their financial goals.

Key Responsibilities:
  • Collate client information and conduct product research to prepare suitability letters, illustrations, and reports for client meetings.
  • Maintain accurate client information in CRM systems and update client records as required.
  • Manage cases to completion and work with internal processing systems.
  • Provide technical and administrative support while maintaining excellent customer service to clients.
  • Liaise with colleagues and third parties to achieve deadlines and progress client requests.
Requirements:
  • Confident, numerate, and IT proficient individual with a 'can do' working style.
  • Experience in financial services, ideally for a St. James's Place Partner Practice.
  • Significant industry experience or working towards the Level 4 DipPFS qualification.
  • Excellent communication skills and ability to work with discretion.
About Us:

St. James's Place Wealth Management is a leading UK Wealth Management company distributing 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 £180bn and are committed to providing exceptional service to our clients.

Please note that this role will conduct a standard Financial and Identity check on any candidates who are offered a role within our Practice.



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