Paraplanner – SJP experience – Part or Fully qualified

  • Sales Support
  • London
  • Posted 5 months ago

Overview

Paraplanner – SJP experience – Part or Fully qualified

Location: Canary Wharf

Salary: £35,000 – £42,000 depending upon experience

Hours: Full time, 3 days in the office, Monday and Friday from home

 

Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?

Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?

Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…

 

The role/Company:

  • This SJP practice is based in Canary wharf and has over 25 in the team
  • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
  • You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports

Other benefits include

Discretionary bonuses

Two days from home

 

As a Paraplanner

  • You will need previous experience within an SJP practice
  • You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
  • You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.

 

If you are ready for a change to an expanding SJP practice then please apply

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    Paraplanner – SJP experience – Part or Fully qualified

    • Sales Support
    • London
    • Posted 5 months ago

    Overview

    Paraplanner – SJP experience – Part or Fully qualified

    Location: Canary Wharf

    Salary: £35,000 – £42,000 depending upon experience

    Hours: Full time, 3 days in the office, Monday and Friday from home

     

    Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?

    Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?

    Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…

     

    The role/Company:

    • This SJP practice is based in Canary wharf and has over 25 in the team
    • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
    • You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports

    Other benefits include

    Discretionary bonuses

    Two days from home

     

    As a Paraplanner

    • You will need previous experience within an SJP practice
    • You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
    • You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.

     

    If you are ready for a change to an expanding SJP practice then please apply

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      We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it. Our agency has recently placed someone with this wonderful company, who feels supported and is thriving in their new role and we are excited to work with them again to find their next hire.

      About the Company:

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      Additional Benefits:

      • Competitive salary up to £35,000 plus exceptional bonuses
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      Paraplanner – Junior or Senior considered
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      Additional Information:
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      Person specification
      A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is desirable
      A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion, but any efforts towards exams is desirable and continuing this professional development will be encouraged.
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  • Wealth Planning Administrator

    Job Type: Sales Support

    Location: Shaftesbury

    Paraplanner – SJP experience – Part or Fully qualified

    • Sales Support
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    • Posted 5 months ago

    Overview

    Paraplanner – SJP experience – Part or Fully qualified

    Location: Canary Wharf

    Salary: £35,000 – £42,000 depending upon experience

    Hours: Full time, 3 days in the office, Monday and Friday from home

     

    Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?

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      Why Apply?

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  • Wealth Planning Administrator

    Job Type: Sales Support

    Location: Corsham

    Paraplanner – SJP experience – Part or Fully qualified

    • Sales Support
    • London
    • Posted 5 months ago

    Overview

    Paraplanner – SJP experience – Part or Fully qualified

    Location: Canary Wharf

    Salary: £35,000 – £42,000 depending upon experience

    Hours: Full time, 3 days in the office, Monday and Friday from home

     

    Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?

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    The role/Company:

    • This SJP practice is based in Canary wharf and has over 25 in the team
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    Two days from home

     

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    • You will need previous experience within an SJP practice
    • You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
    • You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.

     

    If you are ready for a change to an expanding SJP practice then please apply

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      If so, then we may have the opportunity for you…

       

      If so, we have the opportunity for you…..

      The company and role:

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      They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.

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      Throughout the year there are a large number of both charity event fundraising and team socials.

      They are based in a fantastic office environment in a High Street Location.

      Please note due to the rural location you will need to be a driver.

       

      So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.

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      Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
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      Hours: Full time office based

       

      Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837