Paraplanner (SJP) - Esher, Surrey

Paraplanner (SJP) - Esher, Surrey

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. This position will be hybrid working with a competitive salary on offer.

Essential skills required:

- The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text;
- Experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection.
- Experience of preparing illustrations for numerous products, such as Protection.
- Experience of back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and c...