Paraplanner (SJP) - Fully Remote (UK based) - £55,000 - £60,000
OverviewAn excellent opportunity has arisen for an experienced St. James''s Place Paraplanner to join a growing, highly personable and forward-thinking wealth management practice operating on a fully remote basis.This is a rare chance to join a small, close-knit firm at an exciting stage of growth, working directly alongside an established Adviser with a high-quality HNW client bank and a strong pipeline of new client acquisitions.The RoleWorking closely with the Adviser, you will take full ownership of the paraplanning function and support the ongoing delivery of holistic financial planning to a HNW client base.Responsibilities will include:Preparing high-quality suitability reports in line with SJP standardsProducing detailed Voyant cashflow modelling and scenario planningPension, investment and retirement planning analysisSupporting business acquisition integration and new client onboardingConducting research and technical analysis across SJP solutionsWorking autonomously within a fully remote environmentThis role will suit a technically strong, self-sufficient Paraplanner who enjoys working closely with an Adviser and being part of a growing, entrepreneurial firm.Key RequirementsProven St. James''s Place paraplanning experience (essential)Strong Voyant cashflow modelling expertise (essential)Diploma qualified (Level 4)Minimum 2-3 years paraplanning experienceAble to work independently in a remote roleStrong technical knowledge across pensions, investments and tax ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!