Paraplanner

To enable our advisers to focus their time on seeing clients, we have invested in developing a brilliant operations team.

We are currently seeking a qualified and experienced Paraplanner to join our existing team who are based in our Altrincham office, with details about this role below.

If you would like to find out more about this role, please send a copy of your CV to capstone-financial@sjpp.co.uk

Your main duties as a Paraplanner will include:
•  Reviewing cases and working with our team of Financial Planners to gain an understanding of the recommendation in line with client needs and objectives
•  Checking and confirming fact find information with the Financial Planner
•  Reviewing and checking ceding scheme information and liaising with providers where information is missing
•  Ensuring that the recommendation is the suitable course of action for client and that the case is processed in line with SJP compliance
•  Writing and tailoring high quality suitability reports based on discussions with the Financial Planner
•  Undertaking research and analysis to identify suitable solutions
•  Preparing cash flow plans with the Financial Planner using the cash flow planning tool Voyant
•  Producing accurate and compliant client records using our back-office system
•  Identifying and discussing any discrepancies of the client file with the Financial Planner

The ideal candidate will have the following experience & qualifications:
•  Minimum Level 4 Diploma in Regulated Financial Planning qualified
•  2+ years experience as a Paraplanner
•  Understanding the financial planning process
•  Knowledge of FE Analytics and Voyant
•  Experience of working with Sales force and SJP related systems would be advantageous

To find out more about this role, please send a copy of your CV to capstone-financial@sjpp.co.uk.