Job description

EXPERIENCED PARAPLANNER

An excellent opportunity has arisen for an experienced Financial Services Paraplanner to join a high-performing, successful, wealth management practice based in Solihull.
We are a Managing Partner Practice of St. James’s Place (SJP), the leading UK Wealth Management firm with over £198bn funds under management. We specialise in advising High Net Worth and Ultra High Net Worth clients on pensions, investments, Inheritance Tax and estate planning.
This role provides maternity cover for our current team member and is ideally suited to a Paraplanner with at least 2 years’ experience, ideally within an SJP environment (preferred, but not essential).

REQUIREMENTS

• Minimum 2 years’ experience as a Paraplanner in a wealth management or IFA setting
• Working knowledge of pensions, investments, and estate planning
• To already hold or be progressing toward Level 4 Diploma (DipPFS) or equivalent
• Experience with SJP systems and processes highly desirable
• Strong communication skills, attention to detail, and discretion
• A friendly, positive can-do team player, with the ability to prioritise and self-manage a busy workload and deadlines.

Work Remotely

• No

Job Types: Full-time, Part-time
Pay: £30,000.00-£40,000.00 per year

Benefits:

• Company pension
• Free parking
• On-site parking
• Referral programme

Application question(s):

• Do you have direct experience writing suitability reports and liaising with clients and providers?
• What 3 skills would you bring to this Paraplanner role?
• Have you worked directly with pensions, investments, and inheritance tax planning as a Paraplanner?
• Do you have at least 2 years of experience writing suitability reports in a financial planning role?

Work Location: In person
Reference ID: DMWC-P

• Prepare suitability reports for pensions, investments, IHT, and protection
• Research financial products and options to support adviser recommendations
• Generate illustrations and manage case pipelines to completion
• Liaise with the Practice Principal, clients, and providers
• Maintain a high standard of compliance and document quality
• Run projects to generate new business