Location- Weybridge

Salary- £20,000 – £25,000 depending upon experience

Are you a graduate (or similar/equivalent) looking for your first step towards starting a career within financial services? This is an exceptional opportunity for an ambitious individual to work with a dynamic and friendly team and relish the opportunity to start their career in financial services and build and develop necessary skill and experience.

The role comes with exciting challenges and opportunities to develop skills with a company that has grown from strength to strength over the last two years and is continuing to expand.

This role offers fantastic scope for a bright, on-the-ball individual to offer mortgage administrative support in a busy and vibrant wealth management company who are part of St James place. Ideal for someone with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.

If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward with new challenges, this could well be just what you are looking for.

Duties:

• Provide fantastic mortgage administrative support to the team
• Manage meeting room bookings, including set up, catering and any other necessary supplies
• Ensuring the efficient processing of business, ensuring clients receive a high level of service
• Maintaining and updating client records

To be considered for this role, you must have:

• Exceptional organisational skills
• Ability to manage multiple projects at any one time
• A proactive and flexible approach to work
• An enthusiastic attitude
• A superb telephone manner
• Work well under pressure
• Thrive in a busy and demanding environment
• Be able to prioritise your own workload
• Have a keen eye for detail

Previous experience within and administration function within a financial services company or similar is desirable but not essential.

About our Client:

Our client, a partner of St James Wealth, is a successful business with an impressive client base and continued plans for expansion.  The company is team-focused and boasts a supportive and friendly working culture, where the efforts of every individual are appreciated and rewarded.

If this role sounds as though it could well be the one you’ve been waiting for, please email your CV with a covering letter now.

Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

Location: Outskirts of Guildford

Salary: Negotiable depending upon experience 

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working in busy, friendly modern offices in a semi-rural location in the Surrey Hills between Dorking and Guildford. The team comprises of seven advisers and four paraplanners with several team members in admin support roles. The office is open plan and operates a pod system, where each paraplanner will have administrative support.

Focused on helping their clients to understand and plan for their financial future, their primary areas of advice are pensions planning (PPP to SIPP switches, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs), also advising (but to a lesser extent) on VCT, EIS, Structured Products and, of course, Trusts and tax planning. They are a well systemised business with a robust investment proposition – all managed internally.

Purpose of role:

To provide extensive technical support to Adviser(s)

Accountabilities:

• Manage the planning workflow
• Receive and implement requests from the Adviser(s)
• Gather and record client data
• Prepare and compare financial analysis
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with technical and client support
• Undertake financial planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis

Skills, knowledge and experience:

• High level of technical knowledge gained through previous experience as a paraplanner
• Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
• Clear understanding of an adviser’s role
• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate – able to communicate effectively in verbal and written form
• Solutions orientated – imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system
• Level 4 Diploma in financial planning or working towards that level

Benefits Package:

• 25 days holiday per annum
• Death in Service Scheme
• Income Protection Scheme
• Simply Health Benefits Package
• Auto enrolment pension scheme
• Free parking at the office

To be considered for this role you will:

• Need to demonstrate proven experience in a comparable paraplanning role. You will also need to be diploma qualified, or equivalent or working towards.

If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

Location: South West London

Salary: Upto £55K depending experience

Are you ready to advance your professional status to bring you closer to a lucrative new position?

This company are an independently owned and award-winning wealth management group that combines professional financial planning and investment management expertise.

Since launching in 2010 they now have over 3 billion in assets, with 60% of their growth coming from recommendations.

The financial planning side of the business is now looking for a capable paraplanner to join their close-knit team and relish the opportunity to work alongside 2 other paraplanners and 8 administrators to support 8 advisers.

The ideal candidate will be diploma qualified or equivalent and enjoy focusing on technical research and suitability report writing for a mix of pensions, investments, tax planning and protection.

Some of the main benefits include the following:

• Salary up to £55,000 DOE
• 10% employer pension contribution.
• Short walk from Green park station or Charing cross
• Generous bonuses
• Technical paraplanning position with full admin support.
• Social and supportive team.

General Responsibilities

• Be a point of contact for any Adviser queries.
• Delegate work requests appropriately within the team.
• Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
• Ensure Suitability Reports are updated with current legislation.
• Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
• Carry out annual appraisals for team.
• Offer support and guidance to Administration team when required.

Main Duties & Responsibilities

• Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
• Discuss cases with adviser and proactively update the adviser throughout.
• Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
• Prepare all relevant paperwork for client meetings.
• Prepare and compile financial analysis.
• Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
• Co-operate fully with the Complaints Manager with any complaints from clients.
• Liaise with product providers and other relevant third parties.
• Ensure that all client requirements are followed through to the appropriate conclusion.
• Keep up to date with legislation.
• Participate in online provider webinars for continued technical knowledge and ongoing CPD.
• Ensure thorough knowledge of product research and analytical tools.
• An understanding of FCA regulations and guidelines relating to financial services clients.

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

Salary: Dependent on your experience

Location: Bury St. Edmonds

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position? If so, this could be your perfect position.

Our client is currently looking for a Junior Paraplanner to join their growing team. Offering exam support and study leave to become Diploma qualified, or equivalent.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

General responsibilities:

• Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
• Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
• Producing comprehensive and clear suitability letters for clients
• Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
• Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
• Carrying out regular reviews of clients’ financial plans, circumstances and objectives
• Dealing with complex and technical client queries as and when they arise
• Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
• Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

For this role our client is looking for someone who has ideally over 5 years’ experience within an IFA firm. They would also be looking for someone who is on their way to completing their chartered status (or equivalent). You will also have excellent knowledge of investment, life and pensions products and current legislation.

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.