Job Description

Job Summary

An exciting new opportunity has arisen for an exceptional Paraplanner or Junior Paraplanner to join the busy team at RWA Financial Planning (an Appointed Representative of St. James's Place Wealth Management Plc).

We offer a great package that includes a generous holiday allowance of 33 days + bank holidays, pension and support for relevant exams. Hybrid working is available (80%) / fully remote for the right person.

Duties

You will provide paraplanning and technical administrative support to the Paraplanning Manager and the Practice Manager including, but not limited to;

Analyse clients' requirements, develop cash flow models, complete calculations and accurately record client data; Prepare suitability letters and reports, taking full responsibility for the client files and back office IT records throughout the advice process; Gathering and chasing ceding information from Providers; Prepare client reports and suitability letters, updating cash flow models, investment performance reviews; Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally; Undertake administrative tasks to support the Paraplanning Manager & Practice Manager as necessary; Undertake continuous professional development to meet regulatory requirements and personal development needs.

Qualifications & Skills

Demonstrable experience in a paraplanning role within the St. James's Place Partnership or an IFA Practice; Articulate and numerate with a can-do attitude; Experience in the areas of Inheritance Tax Planning, Pensions, Investments and Protection as well as composing accurate suitability letters; Good Understanding of BPR (EIS / VCT) investments would be an advantage; Good Understanding of Voyant cashflow modelling would be an advantage; Work well on your own and as part of a team; Excellent IT skills; Professional and confident in dealing with Advisers and third parties; Excellent communication skills; Work with total discretion.
Join our team and embark on a rewarding career in the financial services industry.

Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.

Job Types: Full-time, Permanent

Pay: Up to 36,000.00 per year

Benefits:

Additional leave Company pension Financial planning services
Schedule:

Monday to Friday No weekends
Application question(s):

Do you have experience writing suitability letters? Do you have experience with cash flow modelling software? Can you work on your own initiative and also as part of a team? Do you have experience in a Financial Services Paraplanning role?
Work Location: Hybrid remote in Manchester M3 3EB

Application deadline: 01/09/2025
Reference ID: Paraplanner
Expected start date: 01/10/2025