Junior Paraplanner

£32000

St. James’s Place Wealth Management, St Leonard's Street, Tonbridge and Malling

Posted 2 weeks ago, 6 Sep | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: ab30ccdd85234ad8a057cd8e1c94b7e0

Working within a friendly and supportive team, your role will include collating client information, product research, preparing suitability letters, illustrations and reports for client meetings.

Maintaining accurate client information in iBusiness/Salesforce and other CRM systems and updating client Confidential Financial Review records as required.

You will be managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems.

You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.

You will be liaising with colleagues and third parties on a daily basis to achieve deadlines and progress client requests within specific timescales.

You will always strive to produce well thought out and meaningful documentation that demonstrate your attention to detail and understanding of the client s needs.

You will need to ensure that the business obtained is being processed compliantly at all times.

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a can do working style.

You may have been working as a Senior Administrator or Junior Paraplanner within financial services, ideally for a St. James s Place Partner Practice.

Alternatively, you may have significant industry experience which you are keen to develop further.

You may be working towards the Level 4 DipPFS qualification or equivalent, you may already hold it or have aspirations to want to become qualified in future.

Study and exam support needed to obtain the DipPFS qualification is available if you are not already qualified.

You will ideally have some experience of the administration of Inheritance Tax, Pension, Protection and Investment products.

You are highly organised, can prioritise your workload and have excellent communication skills.

You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

St. James s Place plc (SJP) is a leading, and highly regarded, FTSE 250 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 £180bn. This business Is well established and highly successful.