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Your Resourcing Partner Limited
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London, Greater London
Junior Paraplanner
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Job Type: Full-time |
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Salary: £23,000 per annum |
Overview
We are recruiting for a Junior Paraplanner to join a very successful and experienced practice of St. James’s Place Wealth Management based in Moorgate, London. Role overview In a supporting role the Senior Paraplanner, the Junior Paraplanner shall provide both technical and administrative support to the Practice, working alongside the Business Owner (Financial Adviser) and the Personal Assistant as an integral part of the team. This role has the advantages of working closely with a very experienced SJP Paraplanner who will share their skills and experience with you as you develop through the CII Diploma Level 4 exams to become a qualified Paraplanner in your own right. The role is open to candidates seeking a long-term career as a qualified Paraplanner. It may be that you are part qualified but with no experience, of you may have some experience but without the qualifications - either way, we would like to hear from you. Role content The role includes a combination of a number of elements, including the following. Please note, where required, fully training shall be provided: Technical Inputting and submitting electronic business applications when client undertakes an investment, setting up Advice sets and creating illustrations Face to face debriefs with Advisor post client meeting Working with Paraplanner and PA to deal with all actions arising from client meetings. Data input of information into Voyant, ready for Senior Paraplanner to analyse. Assisting with dealing with all incoming client queries by both telephone and email. Preparation of New Business Suitability letters, including protection, ISA and pension cases. Issuing letters of authority to Providers and chasing where appropriate Updating CFR with policy information received Keeping up to date with all regulatory and financial market/industry changes. Pro-active and structured approach to supporting the Practice’s technical needs Administration Preparing a compliant CFR, when submitting a case via Swift Keeping Outlook tasks and Work in Progress up to date on a daily basis. Keeping day to day tasks up to date on Curo task management Working closely with PA and Paraplanner to ensure smooth running of business. General requirements Identifying opportunities to improve the client service level for the Practice as a whole Keeping the office area tidy and presentable at all times. Shredding of all confidential information. Adhere to service level standards for the Practice. Assisting colleagues in times of need when urgent tasks are required to be undertaken, and prioritising workload accordingly. Team working. Dealing with incoming telephone calls in a professional and polite manner. Attendance at internal and external training courses/events where required, which may require some travel Experience using FE Analytics would be beneficial. Personal Attributes Well-presented and professional in approach. Previous financial services background essential. Good basic understanding of financial services service products - Pensions, Investments, Protection A good understanding of what a Suitability Reports is (even if not personally completed them) Willing to study to CII Paraplanning qualification and be Paraplanner 'Accredited’, working towards Diploma qualification. Excellent attention to detail. Good understanding of Excel and use of formulas, graphs etc. Career Paraplanner - willing to commit long-term. Flexible approach to workload & enjoys working in a fast-paced environment. Ability to be able to deal with HNWI’s at ease and understands their needs. Excellent knowledge of all Office products, Word, Outlook, Excel. Additional information Salary: £23-36K depending on qualifications, skills and experience, plus discretionary bonus Location: Moorgate, London Holiday: 23 days per annum, plus bank holidays Pension: Auto enrolment pension For further details or to apply for this excellent opportunity, please apply online.