Paraplanner - St James's Place

Reed Insurance
13 Apr 2018
26 Apr 2018
Contract Type
An opportunites has arisen for a well established partner of St James's Place. They are looking to hire an experienced Paraplanner to assist their Financial Advisers in the research and report writing stages.

Paraplanner responsibilities will include:

• Collating client product information from providers and reporting this in a clear and professional manner
• Documenting all correspondence to and from Providers
• Charges comparison analysis using in house software
• Ability to complete manual financial calculations. E.g. tax calculations, projections, etc.
• Producing suitability letters and presentation material in line with company standards
• Working with compliance teams to ensure recommendations are viable
• Consulting with compliance teams and internal contacts for difficult cases
• Comparing fund performance using analytics to present to clients
• Processing and recording business transactions
• Keeping a high level of documentation standards on each case
• Keeping abreast of regulatory and internal guidance
• Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client
• Dealing with multiple advisers and holding regular review meetings with them
• Training other members of the team on an ongoing basis.
• Technical meeting preparation of client's files and agendas

The Person - Paraplanner

• Level 4 Diploma Qualified is essential.
• Minimum of 2 years in a paraplanning role.
• Intermediate knowledge of financial services and products.
• Excellent communication and interpersonal skills.
• Articulate with particular attention to detail.
• Highly effective time management and organisational skills.
• Ability to work under pressure and to strict deadlines.
• Proactive, self-motivated and able to take responsibility for own work under own initiative.
• Proficient in use of Microsoft Office.

Reed Specialist Recruitment Limited is an employment agency and employment business