Paraplanner - Technical Administrator
Location - Berkswell, CV7
Salary - Highly Competitive + Bonus
Hours - Full-time, hybrid working available
An SJP Partner Practice in Berkswell is looking to appoint an experienced Paraplanner - Technical Administrator to join their growing Private Client Team.
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Your role will include checking client financial reviews, collating relevant information and preparing suitability letters, advice sets and illustrations.
You will be your providing technical expertise to facilitate this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant financial planning reports for the Principal Partner to present to clients.
Your responsibilities will focus on the full client journey, including conducting research to source suitable solutions, completing detailed and informative reports and working alongside the Administration team to ensure business is accurately processed and systems are correctly updated.
You will own and manage all cases to completion, liaising extensively with clients throughout the whole process and also attending or hosting client facing meetings when required.
Ultimately, 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 - Technical Administrator Requirements
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- You should be an experienced Paraplanner with great administrative and report writing skills
- Level 4 Diploma is desirable but not required if you have good paraplanning experience
- You will have experience of Life, Pension, and Investment products and be confident in managing high value transactions skilfully and efficiently.
- Team fit is important, alongside a positive approach to work/life balance, so you will be like-minded and keen to add value to the business.
- Hybrid working is an option with 2-3 days a week available for WFH
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £181.9bn. This business 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.
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