Paraplanner - City of London, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

City of London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner
**Role: Full time

Location:
London, hybrid working**
Salary: up to £65,000 depending on experience

A highly successful SJP Partner Practice are seeking an experienced Paraplanner to support their Advisors and Clients with holistic, goal based financial planning.

As a key member of the team, you will be providing a high level of accuracy, experience and detail to the advice suitability process by undertaking effective product research, technical analysis, and drafting letters of recommendations.

Paraplanner:
Core responsibilities

Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client's needs and expectations
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client's risk profile
Compiling, clear and comprehensive reports, with recommendations that are within compliance standards
Preparing for, and assisting with Client review meetings; you will be the goto individual for advice on technical queries and your duties will focus on supporting the full Client journey
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis
Liaison with product providers and other third parties to acquire additional information that may be required to assess the Client's needs and support effective recommendations
Ensure appropriate data is accurately recorded on within the CRM system(s) and updated in line within company processes
Professionally deal with queries from Clients and other parties through clear verbal / written communication
Assisting in the preparation of tax calculations where necessary from CGT calculations to top slicing calculations as and when required

Paraplanner:

Key attributes:

Level 4 Qualified
Diploma in Financial Planning / Regulated Financial Planning
Level 6 Chartered Status (desirable but not essential)
Commitment to continuous personal development, keeping knowledge up to date
Detailed knowledge of investment planning process
Experience with Financial Planning principles
Ability to multitask and to prioritise your workload
Experience with FE Analytics and Voyant (desirable)
Genuine desire to provide a high standard of advice and service to Clients
Ability to work independently and in a team
Have a personable approach
Experienced with Salesforce (desirable but not essential)

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management inexcess of £148.37bn.
This business Is well established and highly successful.