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Paraplanner

Location
Lanarkshire
Salary
£35,000
Job Type
Permanent
Posted
6 Sep 2022
Paraplanner Location: Bellshill, Scotland Salary: Up to £35,000 per annum Working as part of the team at an Appointed Representative of St. James s Place Plc. We are a Senior Partner SJP Practice in Bellshill looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a world class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients. As our Paraplanner, you will be looking to take a step into management or have previous experience of leading a team. You will also be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the CSS Team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend client facing meetings from time to time. Further opportunities will also be available to advance your career as we continue to grow. You will always strive to produce well thought out and meaningful client reports that demonstrate your attention to detail and understanding of their needs. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills Level 4 Diploma is desirable but not required if you have good paraplanning experience You will have experience of Life, Pension (DC & DB), Investment, BPR and Mortgage (Protection), products Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals 32 hour week, with an early finish on a Friday (1pm) and a potential for hybrid working 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 in excess of £142.3bn. This practice is well established and highly successful. 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
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Details

  • Job Reference: 705456523-2
  • Date Posted: 6 September 2022
  • Recruiter: St. James&;s Place Wealth Management
    St. James&;s Place Wealth Management
  • Location: Lanarkshire
  • Salary: £35,000
  • Sector: Accounting
  • Job Type: Permanent