Paraplanner with SJP experience
Our company
We are looking for an articulate, qualified and experienced professional paraplanner with a strong foundation in financial services. The selected candidate will play a pivotal role in supporting our advisers through the design and subsequent delivery of financial planning reports and solutions, in our small but growing team, from our office in Wimborne, Dorset.
Paraplanner specification / your profile
Level 4 Diploma in Financial Planning (CII, CISI or equivalent)
Previous experience within an SJP practice or IFA, as a paraplanner
Knowledge of relevant regulation and legislation; including RDR and Consumer Duty and a desire to maintain knowledge
Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions.
Comprehensive understanding of ISA's, Income Tax, CGT, IHT, Trusts and DC pension transfers. IB replacement cases usually to ISA's or UT/UTFs, Annuities, Personal Protection, SS ISA transfers, Loan plans, ITS, UFPLS/Drawdown.
Working Knowledge of Critical Yield calculations
Knowledge of industry Client Relationship Management (CRM) tools – ideally Salesforce and iBusiness
Process driven and methodical in record keeping and tracking workflow
Strong team player and driven for results
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
Able to work independently
Open to change with a creative approach to problem solving.
Key Duties and Responsibilities:
Provide high level technical and administrative support to the Practice;
Work closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client's needs and expectations;
Ensure that files are complete with all required client identification documentation and necessary application forms;
Pre-meeting preparation and post-meeting follow up, updating CFR, cash flow models, investment performance reviews and production of supporting reports, post meeting letters, suitability letters and illustrations; logging accurately and compliantly to Salesforce.
Progress applications through effective communication with SJP admin centres, product providers, advisers, clients, and other third parties, chasing up Letters of Authority, data harvesting, to ensure that each case completes within specific timescales.
Complete Business Submissions and reconcile the records on Salesforce for accuracy.
About us at Minster Wealth Management
We are a small family firm in Wimborne, Dorset.
Each person is responsible for their own area of expertise to drive the business forward.
Our client base is made up of private clients, families and corporates.
We pride ourselves on an excellent client servicing journey for each and every one.
We support staff loyalty with training opportunities and progression.
Our team thrives on level-headed professionals who are committed to personal responsibility and building something great together.
We value talented individuals who aren't afraid to be resourceful and committed.
St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which manages a range of Investment and Retirement products and financial solutions.
SJP has funds under management in excess of £179bn. 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.
Job Types: Full-time, Part-time, Permanent
Pay: £32,000.00-£38,000.00 per year
Additional pay:
Bonus scheme
Schedule:
Monday to Friday
Application question(s):
Comprehensive understanding of ISA's, Income Tax, CGT, IHT, Trusts and DC pension transfers. IB replacement cases usually to ISA's or UT/UTFs, Annuities, Personal Protection, SS ISA transfers, Loan plans, ITS, UFPLS/Drawdown.
Working towards DipPFS qualification?
Experience:
Paraplanning within an SJP practice: 2 years (preferred)
Licence/Certification:
Level 4 Diploma in Financial Planning (preferred)
Work Location: In person
Reference ID: 20240604PP
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