Compliance Paraplanner

4 days ago

City of London Greater London, United Kingdom Burgh Recruitment Limited Full time £45,000
Compliance Paraplanner Role

We are looking for a highly motivated Compliance Paraplanner to join our team at Jamess Place plc (SJP). As a key member of our compliance team, you will play a vital role in ensuring the smooth operation of our financial planning processes.

The successful candidate will have experience as a Paraplanner, with excellent report writing skills and knowledge of Life, Pension, and Investment products. They will also possess strong analytical and problem-solving skills, with the ability to work effectively in a team environment.

Key Responsibilities:
  • Assist in the analysis of financial data and the development of investment strategies.
  • Prepare and submit financial planning reports in accordance with regulatory requirements.
  • Collaborate with Financial Advisors/Partners to deliver exceptional customer service.
  • Stay up-to-date with regulatory requirements and ensure compliance with relevant laws and regulations.

Requirements:
  • Experience as a Paraplanner with great report writing skills.
  • Knowledge of Life, Pension, and Investment products.
  • Strong analytical and problem-solving skills.
  • Ability to work effectively in a team environment.

Benefits:
  • A competitive salary of £48,000 - £58,000 per annum.
  • A comprehensive benefits package, including hybrid working arrangements and opportunities for professional development.
  • The chance to work with a leading FTSE 100 Wealth Management company, distributing a range of investment and retirement products to a high net worth client base.
  • A positive and supportive team environment that values work-life balance.

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