We are currently seeking a Trainee Paraplanner to join our existing team who are based in our Altrincham office.
Your role will involve supporting the Paraplanning team with:
1. Reviewing new business cases
2. Inputting client personal and financial information onto our back office system (Salesforce)
3. Checking provider plan information and requesting additional information where required
4. Prepping cases for suitability report/letter writing
5. Assisting with writing suitability letters for cases such as single and regular contributions into pension plans and other investments such as ISA's
6. Producing accurate and compliant client records using our back-office system
7. Identifying and discussing any discrepancies of the client file with the Financial Planner
The ideal candidate will have the following experience & qualifications:
1. Desire to work towards Level 4 Diploma in Regulated Financial Planning qualified and ideally would have already started your journey to gain full qualification
2. 1+ years experience within a financial advisory practice
3. Understanding of the financial planning process
4. Experience of inputting client fact find information
5. Experience of working with Salesforce and St James's Place related systems would be advantageous
A hybrid working option is available after 3 months of employment, with the flexibility to work from home 2 days per week.
Salary is negotiable, depending on experience, skills and qualifications.
Our employee benefits include:
1. Eligibility to Company Bonus Scheme
2. Hybrid working option
3. Day off for your birthday
4. Death in service of 3 x salary
If you are looking for a new opportunity and want to join an award winning financial planning firm, please apply by sending your CV to joannes.capstone@sjpp.co.uk
Job Types: Full-time, Permanent
Pay: £27,000.00-£30,000.00 per year
Additional pay:
1. Bonus scheme
Benefits:
1. Company pension
2. Employee discount
3. Life insurance
Schedule:
1. Monday to Friday
Work Location: Hybrid remote in Altrincham WA14 2DT
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