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Senior Paraplanner – Bristol – £35-£40K

South West England

£35-£40k

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 […]

Recruiter

Sanlam Wealth

Posted

12 June 2017

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

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 our offices in Bristol; we are currently looking for a Senior Paraplanner 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 a Senior Paraplanner; we’re looking an experienced professional with extensive pensions knowledge to work on our more complex pensions cases and provide support, guidance and training on occupational pensions and Trust/Tax planning to the wider Paraplanning team.

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 4-6 qualified (with preference given to those with AF3)
• Extensive Paraplanning experience
• Extensive pensions knowledge
• Trust/Tax planning knowledge
• The ability to provide support and training.
• Strong analytical and research skills
• Strong report writing and verbal /numerical skills

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