Job Overview

Apply on recruiter's website Junior Paraplanner/ Technical AdministratorLocation: Lichfield, StaffordshireSalary: Highly Competitive plus discretionary bonusWorking as part of the team at an Appointed Representative of St. James's Place Wealth Management Plc. An excellent opportunity for a Junior Paraplanner or experienced administrator to work alongside a highly professional Wealth Management team in Lichfield. The candidate will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation and providing the advisers with technical information and reports. The Practice works in partnership with St. James's Place Wealth Management plc (SJP), a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £90bn. The practice office is in a very pleasant area close to Lichfield Cathedral. The RoleAs a Junior Paraplanner / Technical Administrator you will be preparing suitability letters and reports.You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings.You will be obtaining and maintaining detailed client information to support the advice team as well as ensuring supporting documentation and back office systems are maintained and all client files remain compliant.You will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.The PersonYou want to work towards obtaining your Diploma in Regulated Financial Planning and have previous experience within a Wealth Management firm or IFA practice. Support towards exams will be provided by the Practice.Some paraplanning or report writing experience is preferred but not essential as you will be working alongside existing Paraplanners who will provide full training.You have an understanding of regulations and products, and their practical application. You are IT proficient and can build, manipulate and understand Excel spreadsheets with formulae.You have excellent English language and grammar skills and are able to communicate effectively.You are highly organised, methodical and disciplined. You are self motivated and you are looking for a long term career in Financial Services. Career progression will be possible if desired, right the way up to becoming an Adviser in your own right. To apply:Please click Apply on Reed and you will be ultimately redirected to an applications site managed by Burgh Recruitment (who run the St. James's Place Partnership Recruitment Portal). Please ensure you have submitted your CV to Burgh Recruitment and completed their short application form or your application will unfortunately not be reviewed.

Key Requirements

Financial Planning Paraplanning Report Writing Wealth Management Technical Information