Paraplanner

Paraplanner

Location – Farnham, Surrey (GU9) Hybrid or Remote working

Salary
- Negotiable
- Highly Competitive

This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients. You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process.

• Conduct research across pensions, investments, protection, and estate planning solutions
• Prepare and write clear, compliant, and client-focused suitability reports
• Analyse existing client arrangements and identify opportunities to enhance current plans
• Assist with technical queries and financial planning strategies

• Assist in managing cases from beginning to end, alongside the Advisers and administration team
• Work closely with the administration team to ensure applications are processed accurately
• Monitor progress of business submitted and liaise with providers where necessary
• Ensure all client files and back-office systems are fully updated

• Prepare cashflow models using Voyant
• Provide analysis with use of Financial Express Analytics
• Assist with client meeting preparation and post-meeting actions
  
  Produce illustrations, product comparisons and supporting documentation

• Work closely with Advisers, administration staff, and Practice Manager
• Help maintain a smooth workflow between advice, paraplanning and administration
• Contribute to improving processes and efficiencies within the practice

We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work.

• Experience working in a Paraplanning or Technical Report Writer role
• Strong suitability report writing skills
• Good knowledge of pensions, investments, protection, and estate planning
• St. James’s Place experience preferable, but not essential as training can be provided
• Experience with Voyant is desired
• Excellent attention to detail and organisational skills

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.

St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 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 £216.94bn. This business is well established and highly successful.

Standard Financial and Identity check will be conducted on any candidates who are offered a role within this Practice.