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Careers

Paraplanner X2

Salary £30-£40K  

Based in Bristol or Cheltenham – SAN243/244
Ref: SAN243/244

Background
 
Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.
 
We are part of Sanlam, the global AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.           
 
Based in either our offices in Bristol or Cheltenham; we are currently looking for 2 Paraplanners with strong pension experience to join our fantastic team.
 
The role
 
As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.
 
As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using our cutting edge back office system you will also assist our dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.
 
For an experienced Paraplanner this will be a great place to expand your skills while working alongside an experienced team that directly contribute to the delivery of holistic financial advice. 
 
Skills and experience
 
Successful candidates are likely to demonstrate the following:
 
Paraplanner

  • Min level 4 qualified and ideally holding advanced CII/IFS qualifications
  • Preference given to those who are AF3/G60 qualified (will also be interested speaking to candidates sitting AF7)
  • Experienced working within a financial planning firm  
  • Excellent knowledge of Pensions and Investment products
  • Strong analytical and research skills
  • Strong report writing and verbal /numerical skills

If you think you're our sort of person, please email resourcing@sanlam.co.uk with your details.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.