Paraplanner

Our Client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products. They will also organize the reports and illustrations in a timely and accurate manner. This is truly an exciting opportunity for a high calibre individual who is keen to progress their career.

Key Responsibilities

• Providing high quality support to the advisor team, responding to advisor queries in a timely manner
• Inputting of CFR documentation onto salesforce
• Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome
• Producing accurate IHT calculations and cash flow models
• Preparing and producing suitability letters, reports, and illustrations
• Ensuring the end-to-end compliance process is followed
• Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time
• Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date
• Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and SJP requirements, both internally and externally
• Processing new business to a high standard and in line with SJP and Abacus processes
• Liaising with the wider administration team to ensure business processing is completed to regulatory standards
• Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice
• Ensuring all advice sets are logged appropriately on all relevant systems
• Advising the Paraplanning Lead of any challenges or delays in the completion of work
• Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate
• Managing own learning and development, attending relevant training sessions where needed
• Provide cover for other team members upon request as per the business need
• To uphold the standards of the client service charter
• Keep up to date with comms and regulatory changes (attending webinars etc..)
• Contribution at Paraplanning team meetings

Our client is seeking an ambitious and motivated Paraplanner to join their expanding team. The ideal candidate will hold a Level 4 Diploma, bringing at least two years of experience in a similar role, within a financial practice. Expertise in Pension & Investment product knowledge products is essential for this position, as is a proven ability to thrive in a dynamic, client-focused environment.

If you are interested in this position, then please apply online or for further information contact one of our specialist consultants quoting reference NJR15080

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