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Permanent

Paraplanner - FULLY REMOTE ROLE

Cranleigh
money-bag 40000.00-40000.00 Annual
3089818778
Posted Yesterday

Paraplanner (Fully Remote)FULLY REMOTE - SJP Partner PracticeSalary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus).About the OpportunityOur client is a highly successful and growing St. James''s Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner.This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience.The RoleThe Paraplanner will play a vital role in supporting the practice''s advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas.This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework.Key ResponsibilitiesProduce high-quality, compliant suitability reports within SJP standardsConduct detailed research across pensions, investments, IHT and retirement planningAnalyse client information and prepare recommendations for the AdvisersMaintain accurate and compliant records using SJP systemsPrepare review reports, c

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