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.

You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.

Key Responsibilities: Paraplanner

Technical Support

• 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

Case Ownership

• 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

Financial Planning Support

• 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

Team Collaboration

• 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

About You: Paraplanner

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

You will have:

• 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, a 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.

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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