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 our offices in Bristol or North Wales (St Asaph) we are currently looking for a Paraplanner to join our fantastic team.
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 a Paraplanner, we’re looking for an experienced professional with experience in pensions, investments and trusts.
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.
Skills and experience
Successful candidates are likely to demonstrate the following:
Level 4 Financial Planning qualified (with preference given to those with AF3 or AF7 pension transfer specialism)
Extensive Paraplanning experience
Extensive pensions knowledge
Trust/Tax planning knowledge
Ability to provide support and training to team members
Strong analytical and research skills
- Strong report writing and verbal /numerical skills
If you think you are our kind of person please email email@example.com