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Burgh Recruitment Ltd
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London, Greater London
Junior Paraplanner
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Job Type: Full-time |
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Overview
Junior Paraplanner Location: Croydon Salary: Competitive plus bonus and study support Working as part of the team at Hyland Financial Planning Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity to work within a highly successful St. James’s Place Wealth Management Partner Practice. You will be joining this successful small team based in their Croydon office, working alongside colleagues to ensure the business generated by the Partner is processed correctly and in a timely manner. This role has responsibility for ensuring clients’ investment transactions are carried out accurately, assisting with meeting preparation and providing the Partner with technical information and reports. The Practice works in partnership with St. James’s Place Wealth Management plc (SJP), 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 in excess of £116bn. The Role - Junior Paraplanner As a Trainee Paraplanner you will be preparing suitability letters and reports. You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings You will be obtaining and maintaining detailed client information to support the advice team as well as ensuring supporting documentation and back office systems are maintained and all client files remain compliant You will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person. There is scope for progression within this role, and study support is offered via the SJP Paraplanner Academy. The Person - Junior Paraplanner You will have been working within an IFA or Wealth Management environment and you are working towards the Level 4 Dip PFS qualification or may even have obtained it. Alternatively, you may be FPC qualified and/or have significant industry experience You will need to have some experience of the administration of IHT and/or Pension and/or Investment products You will need to have some previous experience within Financial Services, ideally in a Wealth Management firm or IFA practice Some paraplanning or report writing experience is preferred but not essential You have an understanding of regulations and products, and their practical application You are IT proficient and can build, manipulate and understand Excel spreadsheets with formulae You have excellent English language and grammar skills and are able to communicate effectively You are highly organised, methodical and disciplined You are self-motivated. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.