Full job descriptionBenefits:
Hours: Part-time - 14 or 21 hours per week
Holidays: 25 (3 to be kept for Xmas) plus Bank holidays (pro-rata)
Pension
Discretionary annual bonus


Role:
Due to ongoing growth, our client, an outsourced paraplanning business, has an immediate requirement for a talented Paraplanner. This part-time role offers remote working (ideally North East England, however candidates can be based anywhere in the UK) and flexibility to work either 2 or 3 days per week. There is also an option to be employed or self-employed, if desired.


Working as part of a small team, you’ll be supporting SJP Practices with pensions, drawdowns, IHT, Investments, protection and some LTC. Responsibilities will include:-
- Update and complete CFR, including life cycle
- Completion of CYC and illustrations
- Completion of suitability letter and required calculations
- Creation and completion of advice set


Candidate Requirements:
Candidates must have previous experience of SJP systems and processes and enjoy working in a paraplanning capacity. Additionally, you must possess:-
- Solid knowledge across pensions, investments, IHT, protection, LTC and ideally, safeguarded benefits
- High standards with superb attention to detail
- Excellent spelling and grammar
- Accuracy
- Good work ethic
- Reliability