Paraplanner

Description:

We are recruiting for an experienced Paraplanner to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.

Role overview

In order for the Partner to continue to provide holistic advice and team-leadership to the highest level, he is recruiting an experienced paraplanner to support him and his team to service his client base.

Ideally the candidate will be fully CII / CISI diploma level qualified and will be capable and enjoy working in a fast paced environment.

The Role - Paraplanner

You will be working within a busy team and your role will include:

* Support the Financial Planner in research and analysis to meet client needs and objectives.

* Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.

* Research of internal and external products to ensure the highest standards of advice

* Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.

* Manage the presentation of technical data to the Financial Planners.

* Compile cashflow models when required as part of the advice process.

* Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.

* Maintain up to date product and technical knowledge.

* Maintain all standards of performance as required by the company

* Develop and maintain internal relationships within all parts of the business.

* Complete Continuous Professional Development to meet regulatory requirements and personal development needs.

The Person – Paraplanner

* Previous paraplanning experience in a similar role at a senior level.

* Be level 4 Diploma in Financial Planning (DipPFS) qualified, working towards this, OR qualified via experience.

* This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style

* Experienced in the administration of pension, investment & IHT products

* Are highly organised and have excellent communication skills

* Confident in dealing with clients and third parties and can work with total discretion.

* Good IT knowledge – experience of Voyant, iBusiness, FE Analytics, Salesforce highly advantageous.

* Good understanding of the Financial Planning process.

* Strong interpersonal skills, both written and verbal communication.

* Customer service skills – providing an excellent service to the adviser and client.

* Excellent planning and organisational skills.

* Ability to work effectively to deadlines.

* Accuracy and attention to detail to balance demands of role.

* Broad knowledge of the Financial Services Industry and high level of technical knowledge.

* In depth knowledge and experience with cashflow modelling.

* Ability to manage and complete projects.

Additional Information

Basic salary: £40-50k starting salary (dependent on skills and experience)

Working hours: Full time, Monday to Friday

Pension: Auto enrolment pension scheme

Holiday entitlement: 25 days, plus bank holidays

Location: Moorgate, London

Start date: August / September 2026

If you are passionate about providing high-quality support in the financial planning industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Paraplanner