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Technical Financial Planning Manager

Employer
St. Jamess Place Wealth Management
Location
Cardiff, UK
Salary
Competitive
Closing date
Oct 18, 2019

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Technical Financial Planning Manager

Location:
Cardiff

Salary:
Highly Competitive Bonus An excellent opportunity to work as part of the senior team at JP Private Clients LLP, who are an Appointed Representative of St. James's Place Wealth Management Plc (SJP). This is a well-established SJP Practice and one of the most successful. JP Private Clients LLP provide bespoke wealth management advice to parties and individuals likely to achieve significant private wealth. We engage with a select number of likeminded clients to build and secure real wealth, and focus primarily on the SME/Business Owner and High Net Worth market. It's an exciting time for JP Private Clients, with a number of new and interesting projects on our horizon and real growth in our business, we are in need of a Technical Financial Planning Manager to join our team and to support the Senior Partner and his clients. St. James's Place Wealth Management plc 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. SJP has Funds Under Management in excess of £109bn. The Role - Technical Financial Planning Manager You will be working closely alongside the Senior Partner, providing support when he is informing and advising clients on financial strategies, plans and products. You will be organising and implementing all technical tasks, illustrations and reports within the Practice. You will be accompanying the Senior Partner to client meetings from time to time. Responsibilities will include: Ensuring all aspects of the entire business process are handled in an efficient, compliant and timely manner and seen through to completion You will be dealing with many of his clients, many of whom have complex requirements, and building long term relationships with them You will act as a technical point of contact for the team and our clients on a daily basis You will maintain high documentation standards This role offers future prospects, career & personal progression, a highly competitive salary and an attractive bonus structure. The Person - Technical Financial Planning Manager You will have a 'can do' working style You will have previous planning experience within an IFA or Wealth Management environment You will hold Chartered Financial Planner status, or be on track to obtaining this within 12 months You are confident in dealing with clients, and can work with total discretion You are familiar with all major research systems (e.g. Analytics, Voyant etc.) You will have a strong technical knowledge in the areas of Taxation, Trust, Investment and Pensions Some knowledge & experience of the corporate world is desirable, as is an understanding of accountants & business tax You are highly organised, with excellent communication skills, a confident and positive outlook and exceptional attention to detail. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.

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