Paraplanner

SJP Paraplanner

Location: Knutsford Cheshire

Salary: Up to £55,000

Duration: Full time, Permanent, Hybrid

We are working with a well regarded St James's Place practice based in Knutsford who are looking to bring on an experienced SJP Paraplanner to work on the complex technical cases within the practice and help support junior colleagues.

The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.

Key Responsibilities for the Paraplanner:

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

On Offer?

• Salary of up to £55,000
• 2 days a week working from home
• 25 days annual leave bank holidays
• Company Bonus scheme
• Study support to Chartered Status

Requirements:

• Level 4 diploma in regulated financial planning
• 2+ years experience in a paraplanning role
• Experience working in SJP environment

What's Next?

If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours

Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management