An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice, who provides 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, including Pensions, Investments, Mortgages, and Protection. - Experience in preparing illustrations for numerous products, such as Protection. - Experience in 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 Required - Knowledge of research tools & software (e.g. Trustnet, Analytics, Voyant) - Working Knowledge of CYC calculations - Knowledge in other areas such as Protection, IHT and Tax Efficient Investments - Understanding of industry initiatives including RDR - Desire to maintain knowledge of industry developments - Ability to prioritise workload and liaise with advisers to ensure adequate information is available to progress all cases - Ability to use Salesforce (Client and Case Management Systems) in a process driven compliant way. Learning and using the CRM is a key part of the role. - Ability to use the Electronic Business Submission system - Ability to follow company and business processes - Training & Continuous Development - Full training of company specific software and company compliance requirements will be provided.