Paraplanner

Summary:

To support Partners and the practice with Reports and administration of Financial Plans.

Essential Duties and Responsibilities:

• Use business systems, including Salesforce, Monday.com, MyPractice, iBusiness, to track cases.
• Maintain accurate client records and documentation across Salesforce, Monday.com, DocuSign, and other internal systems, ensuring compliance with SJP policies, procedures, and internal controls.
• Work collaboratively with Advisers and colleagues across all three jurisdictions, delivering a high standard of paraplanning while maintaining accuracy, attention to detail, and confidentiality.

Gather relevant information

• To assimilate & segregate information gathered by the Adviser on the Financial Review;
• To liaise with the Adviser & Client as appropriate to fill any information gaps;
• To gather ceding scheme information from third parties;
• To work within & stay up to date with Template changes & Advice notes.

Construct a Compliant & robust Suitability Letter

• To work within a regulated environment;
• To work within the constraints of templates;
• To replay client wants, needs, problems & consequences of no action;
• To write the letter using correct grammar & spelling;
• To stay abreast of legislative changes;
• Liaise with Head Office admin centres as required;
• Familiar with all major research systems (i.e. FE);
• To use checklists to ensure quality of documentation is suitable.

Requirements:

The Person

• Takes responsibility and initiative for own workload.
• Is prepared to put their team mates first and appreciates how this adds to the benefit of the whole team.
• Ability to foster strong relationships with Advisers, adapting to the way each Adviser works for best possible outcome.
• The ability to balance conflicting demands in a calm and friendly manner;
• Analytical with precise attention to detail;
• Ability to accurately transpose information;
• Prior Para Planning experience;
• Comfortable with templated Suitability Letters;
• Experience in setting up and maintaining systems, processes and procedures.;
• Up to date Knowledge of regulation and legislation;
• Confident in assimilating financial data

Key Behaviours

Build Relationships

• Be easy to connect with to grow and develop long and trusted relationships. Put others first, be responsive, caring and honest, and put others at the heart of everything you do.

Be Responsible

• To do an amazing job. Take ownership, manage expectations, lead by example, putting actions right when you need to, whilst learning from mistakes. Be helpful to others and always give back.

Be Amazing

• Always set out to do your best. Be brave and bold, have imagination and creativity to bring solutions and not problems. Sustain a high level of performance and inspire others around you to be the best versions of themselves. Be an inclusive member of the Eight family.