About this role
Technical Adviser Assistant/Paraplanner
Location – Farnham, Surrey
Salary - up to £45,000
This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers.
You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.
You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated.
You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Key Responsibilities: Technical Adviser Assistant/Paraplanner
Technical Support
Conduct research across pensions, investments, protection and estate planning solutionsPrepare and write clear, compliant and client-focused suitability reportsAnalyse existing client arrangements and identify planning opportunitiesAssist advisers with technical queries and financial planning strategies Case Ownership
Assist in managing cases from beginning to end, alongside the advisers and administration teamWork closely with the administration team to ensure applications are processed accuratelyMonitor progress of business submitted and liaise with providers where necessaryEnsure all client files and back-office systems are fully updated Financial Planning Support
Prepare cashflow models using VoyantProvide analysis with use of Financial Express AnalyticsAssist with client meeting preparation and post-meeting actionsProduce illustrations, product comparisons and supporting documentation Team Collaboration
Work closely with advisers, administration staff and practice managerHelp maintain a smooth workflow between advice, paraplanning and administrationContribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner
We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work.
You will have:
Experience working in a Paraplanning or Technical Adviser Support roleStrong suitability report writing skillsGood knowledge of pensions, investments, protection and estate planningSt. James’s Place experience preferable, but not essential as training can be providedExperience with Voyant is desiredExcellent attention to detail and organisational skillsYou will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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