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Jobs » Trainee Paraplanner

Trainee Paraplanner

Based in Allerston

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Opportunity within a Senior Partner Practice of the St. James’s Place Partnership. You will be based on a busy office working as part of our team to ensure business is processed correctly while developing your technical knowledge.

An opportunity has arisen within a Senior Partner Practice of the

St. James’s Place Partnership.

 

COLYER ASSOCIATES

 

 

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. This Practice is well established with clients based locally, across the UK and further afield.

 

The role of Trainee Paraplanner

 

You will be based in our busy office working as part of our team who ensure the business generated by the Practice advisers is processed correctly and in a timely manner. Combined with ensuring the highest standards of client service are achieved.

 

As you progress you will be working alongside our Advisers, collating client information, preparing illustrations, suitability letters and managing cases to completion, working with our internal processing systems. You will be given full training on all areas and the relevant IT systems, so proficient IT skills are helpful, along with a good standard of English and Maths.

 

Continued Professional Development is strongly encouraged, the St. James's Place Internal accreditations are the first step, followed by the Chartered Insurance Institute level 4 Diploma in Regulated Financial Planning. This role allows you to develop your technical knowledge and understanding of the Financial Services industry with progression to Adviser for suitable candidates.

 

This is an interesting and challenging role that would suit a confident, quick thinking individual who enjoys using their initiative and has a ‘can do’ working style.

 

Our office is based between Scarborough and Pickering. We are offering a full-time position with flexible working hours.

 

In the first instance please call or email:

 

Pam Colyer, Operations Director

07960840643

pam.colyer@sjpp.co.uk

Salary:
TBC
Starting salary depending on candidate
Position:
Permanent
Located in:
Allerston
Closing Date:
30th June 2020
Employer:
Colyer Associates