Paraplanner

Are you a technically minded experienced paraplanner who thrives on delivering exceptional client outcomes and embracing the latest technology?

We are looking for an ambitious and detail orientated professional to become a key part of our financial planning team. Working closely with the business owner, you will combine technical expertise, analytical thinking and innovative technology to help deliver outstanding advice and an exceptional client experience.

Working as part of the team at Peter Harding Wealth Management (who are an Appointed Representative of St. James’s Place Wealth Management plc*), you will be an integral part of our fast-paced team being responsible for ensuring the business generated is written up correctly and in a timely manner, using the St. James's Place Advice Guidance framework.

The Role:

• Produce high quality suitability reports and recommendation letters tailored to individual client needs.
• Build sophisticated cashflow forecasts and long term financial planning scenarios.
• Provide technical expertise across pensions, investments, tax planning, protection and estate planning.
• Partner with adviser on complex cases and develop client focused solutions
• Leverage technology and planning tools to enhance efficiency, accuracy and client outcomes.
• Maintain the highest standards of compliance and regulatory excellence.

What You'll Bring:

• Level 4 Diploma in Regulated Financial Planning as a minimum

• Chartered or working towards, highly desirable

• Proven experience in Paraplanning

• Exceptional technical knowledge and suitability report writing skills

• Experience with cashflow modelling and financial planning software

• Knowledge of the St. James's Place Advice Framework would be advantageous

• Enthusiasm for technology, innovation and AI enabled ways ofworking

• Full UK driving license

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.

Why join us?

• Competitive salary and performance related bonus
• Private Medical Insurance
• Support towards Chartered and ongoing professional development
• Collaborative and forward thinking culture

Ready to take the next step?

This is an outstanding opportunity for a talented paraplanner to make a genuine impact. if you are passionate about technical excellence, enjoy solving complex planning challenges and want to work in an environment that invests in both people and technology, we want to hear from you.

• *St. James’s Place Wealth Management plc are a leading, award-winning and highly regarded, FTSE 100 UK Wealth Management company, which distributes a range of Investment and Retirement products and financial solutions.

Job Type: Full-time

Work Location: In person