Job Description

Purpose of the Role:

To provide support to Financial Advisers and Paraplanner Manager by assisting in the preparation of client reports, research, and administrative duties, while increasing the knowledge and experience required to progress towards a Senior Paraplanner role.

Key Responsibilities:

Client Support & Documentation

Preparing suitability reports and recommendation letters Update and maintain client records in CRM and back-office systems

Research & Analysis

Conduct product and fund research using approved tools and platforms Compare financial products such as pensions, investments, and protection plans Cash flow modelling and scenario planning

Administrative Duties

Liaise with product providers to obtain plan information and policy details Support administrators and advisers with pre and post meeting documentation

Ensure compliance with internal and FCA standards in documentation

Professional Development

Maintain knowledge and keep up to date with changes in legislation and St. James's Place guidance Attend internal training sessions, team meetings, and mentoring sessions Maintain CPD (Continuing Professional Development) records

Key Skills & Competencies:

Strong attention to detail and accuracy Excellent written and verbal communication skills Good organisational and time management abilities Willingness to learn and adapt Analytical mindset and good numeracy skills Proficient in Microsoft Office (especially Excel and Word) Ability to handle sensitive information confidentially

Qualifications & Experience:

Essential:

CII Diploma in Financial Planning (or equivalent) Interest in financial services and financial planning Previous experience in a financial service environment

Career Progression:

This Paraplanner role offers a pathway into a Senior Paraplanner position. With successful completion of relevant qualifications and on-the-job training, candidates can expect to progress within 12-24 months, depending on performance and firm requirements

Job Types: Full-time, Permanent

Pay: From 23,000.00 per year

Benefits:

Company pension Free parking On-site parking Private medical insurance
Work Location: In person