The opportunity An exciting new opportunity has arisen for an experienced paraplanner to join the dynamic and growing Wealth Management business, who are a highly successful Senior Partner Practice at St. James’s Place Wealth Management Plc. 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. St. James’s Place Wealth Management has funds under management in excess of £198.2bn. The practice has been highly successful and experienced year on year growth since it was established 25 years ago and currently managing £200m+ funds under management. This role forms a key part of the Practice’s strategic growth plan, focused on enhancing client outcomes and increasing funds under management. This role is a fantastic career opportunity in a collaborative and supportive environment that values continuous professional development and career progression.

The role As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and sys...