Paraplanner to the advisory team within the Practice. Build trusting relationships with clients and key contacts within St. James's Place. Work with the Adviser Support Team to identify improvements in processes and support the team on any technical queries they have on an ongoing basis.
The individual we are looking for is Diploma status, working towards Chartered status. They should be organised, articulate and have good IT skills.
Core activities include:
Preparation and Implementation of recommendations, preparing and maintaining client files and the review of clients when required.
Competitive salary and package