ST JAMES PLACE WEALTH MANAGEMENT

Responsibility

• arranging client meetings
• assisting in preparing and constructing financial plans
• prepare documents for new client meetings
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• 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
• instruct fund switch requests
• submit new business with providers
• client contact and updates

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
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• proven ability to multitask and manage competing priorities
• strong attention to detail and accuracy
• excellent verbal and written communication skills
• financial Planning Administrator: 1 year

Benefits

• mutual

Earnings for position administrator

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
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• 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
• you will have experience of insurance, pension, and investment products
• we are a Times Top 100 Financial Advisory Practice within a FTSE 100 Wealth Management Business who are looking for a new person to join the expanding team
• this is a brand new role and will require someone who is proactive and enthusiastic and wanting a role where they can progress over the coming years within a tightly-knit team
• you will be provide advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the administration team to ensure reports are accurately processed and systems are correctly updated
• the ideal candidate will have at least 2 years of paraplanning experience and ideally be competent in the processing and writing up of replacement business and new business , and will perhaps be CII qualified or have started taking CII exams or exams of a similar nature
• you will be required to produce well thought out and meaningful client reports that demonstrate your attention to detail and understanding of their needs
• develop positive working relationships with colleagues across Business Assurance, Administration and all other departments
• actioning Business Assurance feedback where necessary

Requirements

• paraplanning: 2 years

Responsibility

• ensure the Practice is up to date and in compliance with all licensing, CPD, regulatory and legislative requirements

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
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• 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