Following the continued success and growth of the business, my client is looking to add another Paraplanner to their team. They’re open to considering candidates at different stages of their career, from a trainee with some relevant experience through to someone who is fully qualified and highly experienced.
They’re looking for a dedicated and proactive Paraplanner who will play an important role within their team, working closely with their financial advisers to help deliver tailored financial advice and investment strategies to clients.
The role requires a strong foundation in financial planning together with a good understanding of investment products and strategies. Strong analytical and communication skills, alongside excellent attention to detail, will be important. Ideally the successful candidate will come from a St James’ Place background.
This is a great opportunity for a motivated and resourceful individual who enjoys working in a dynamic environment and wants to be part of a successful and growing business. You’ll contribute directly to the continued growth of our company while helping maintain the high level of service their clients expect.
They specialise in bespoke financial advice and investment management services for high-net-worth individuals and businesses. They advocate the use of Cashflow Analysis and this forms the core of their client proposition. As a Paraplanner, you’ll take on meaningful responsibility and work at the heart of the advice process, helping to shape their clients’ financial futures.
THE ROLE
- Develop a comprehensive understanding of client requirements and assist with producing effective financial solutions to meet those requirements
- Undertake technical research and analysis on the viability and strength of financial plans
- Prepare suitability letters
- Collaborate with financial advisers to develop and implement investment strategies for clients
- Ensure client records and the back-office system are updated effectively and in a timely manner
- Liaise with clients and product providers
- Work across areas including mainly pensions and investments, as well as protection
- Fulfil regulatory reporting requirements
- Act as a liaison between clients and financial advisers, responding to client enquiries and providing timely and accurate information
- Stay up to date with industry trends and regulations to ensure compliance with all relevant laws and regulations
ESSENTIAL CRITERIA
- Minimum of 3 years of experience in financial planning or a similar role, ideally within a St James’ Place environment
- Experience of SJP systems – Salesforce etc.
- Excellent communication and report writing skills
- Level 4 Diploma qualified or working towards this qualification
- Professional telephone manner and strong interpersonal skills
- Team player
- IT proficiency, including Microsoft Office
DESIRABLE CRITERIA
- Voyant Cashflow Experience
- Experience of FE Analytics
- Working towards Level 6 qualification
PACKAGE
- Basic salary range: £30,000 - £48,000pa depending on experience & qualifications
- Full-time or Part-time and Permanent
- 10% Pension matching
- Private Medical Insurance
- Death in Service (5 x Salary)
- Long Term Income Protection (Sickness cover)
- 23 days holiday + 8 Bank Holidays (plus your Birthday off each year)
- Support with further qualifications
- Parking space in uphill Lincoln (available 7 days per week)
Work Location: In person and office based