Junior Paraplanner

Job title: Junior Paraplanner

Location: Knightsbridge/ Hybrid

Salary: £30,000- £40,000 per annum (DoE) benefits

Contract: Permanent / Full-time

Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.

The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.

The Role - Junior Paraplanner

As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice.

Your responsibilities will include -

• Researching financial products, investment strategies, and planning solutions
• Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings.
• This is a technical role that requires attention to detail and strong analytical skills.
• You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems.
• Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations.
• A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential.

The Person - Junior Paraplanner

You will have a minimum of three years' experience working within a St. James's Place (SJP) environment and a strong understanding of the paraplanner's role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification.

• You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard.
• You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection.
• You will have a proven ability to write accurate and compliant suitability letters.
• Strong initiative, excellent IT skills, and clear, confident communication are key to this role.
• As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential.
• Experience using Voyant and Analytics would be advantageous but is not essential.

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 £198.5bn. 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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