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. Responsibilities: · Providing high quality support to the advisor team, responding to advisor queries in a timely manner · Inputting of CFR documentation onto salesforce · Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome · Producing accurate IHT calculations and cash flow models · Preparing and producing suitability letters, reports, and illustrations · Ensuring the end-to-end compliance process is followed · Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time · Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date · Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and SJP requirements, both internally and externally · Processing new business to a high standard and in line with SJP · Liaising with the wider administration team to ensure business processing is completed to regulatory standards · Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice · Ensuring all advice sets are logged appropriately on all relevant systems · Advising the Paraplanning Lead of any challenges or delays in the completion of work · Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate · Managing own learning and development, attending relevant training sessions where needed · Provide cover for other team members upon request as per the business need · To uphold the standards of the client service charter · Keep up to date with comms and regulatory changes (attending webinars etc) · Contribution at Paraplanning team meetings 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 company requirements are met at the end of a case · Undertake continuous professional development to meet regulatory requirements, both internally and externally · Liaise with Business Assurance (SJP’s internal compliance body) and ensure cases are graded as suitable first time on all pre and post approval checks · Excellent grammar, spelling and punctuation skills; · Excellent interpersonal and communication skills; · A high standard of personal organisational skills; · Experience of working to targeted service standards and procedures; · A proven track record in delivering first-class client service; · A good working knowledge of regulatory requirements; · Ambitious and goal-orientated; · Evidence of continual learning and development of skills and knowledge; · An adaptable and flexible approach to work within a changing environment; · Experience of working unsupervised with a high level of self-motivation; · Good IT skills covering MS Office, MS Outlook, MS Excel and back office system