Financial Services Assistant
4 weeks ago
Job Summary:
We are seeking a motivated individual to join our team as a Trainee Paraplanner to work alongside our Wealth Management team in North Leeds. As a Trainee Paraplanner, you will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation, and providing the advisers with technical information and reports.
Key Responsibilities:
* Preparing suitability letters and reports
* Transacting client investments, protection, and mortgages, and assisting with the preparation of presentations and documentation required for client meetings
* Obtaining and maintaining detailed client information to support the advice team, ensuring supporting documentation and back-office systems are maintained, and all client files remain compliant
* Providing an efficient, friendly, and professional point of contact for clients and enquiries by telephone, email, and in person
Requirements:
* Some paraplanning or report writing experience is essential
* SJP Back Office Systems and Advice Framework knowledge and experience is essential
* IT proficiency and ability to build, manipulate, and understand Excel spreadsheets with formulae
* Excellent English language and grammar skills and ability to communicate effectively
What We Offer:
* Generous annual leave allocation
* Employee benefit package
* Free on-site parking
About Us:
James's Place plc (SJP) is a leading, highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
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