Earnings on positions in ST JAMES PLACE WEALTH MANAGEMENT
ST JAMES PLACE WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
Working hours
full-time | Permanent
full-time
Language
english
Salary
salary
Responsibility
alongside, producing compliant financial planning reports for the Managing Partners
as a Paraplanner you will have a strong all round technical knowledge of financial planning
paraplanner Requirements
sigma Financial Planners are an SJP Practice in the City of London looking to appoint an experienced Paraplanner to join our growing team
you should be an experienced Paraplanner with industry standard report writing skills
sigma are a successful practice and pride ourselves on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives
you will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions
level 4 Diploma is desirable but not required if you have good paraplanning experience
Education
diploma of Higher Education
Requirements
paraplanning: 2 years
practice manager
Working hours
full-time | Permanent
Salary
salary
Requirements
prior experience within a similar role within SJP
knowledge of relevant regulation and legislation
excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
proficient in Salesforce
knowledge of FE Analytics and OPAL preferable but not essential
good organisational skills, communication skills and attention to detail
quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision
Responsibility
ensure the Practice is up to date and in compliance with all licensing, CPD, regulatory and legislative requirements
administrator
Benefits
mutual
Salary
salary
Responsibility
arranging client meetings
assisting in preparing and constructing financial plans
prepare documents for new client meetings
email documents to client after initial meeting or for sign up
issue Letters of Authority, and follow up with providers
preparation of annual review packs
taking withdrawal requests
process new business
Requirements
at least 3 years of experience in a financial planning or administration role
excellent organisational and time-management skills
A good understanding of financial products
proven ability to multitask and manage competing priorities