Senior Partner Practice of St. James's Place Wealth Management
Jane has had extensive experience of working within the Financial Services industry and joined us in January 2011 as a Paraplanner. She since progressed to the role of Senior Paraplanner and now also manages our dynamic team of partnership support staff.
Jane is an extremely well organised, professional and positive individual and has a thorough understanding of compliance issues. This, combined with in-depth product and process knowledge, enables her to provide essential behind-the-scenes technical support to our Wealth Advisers and Managers. She undertakes a wide range of paraplanning tasks including report production, analysis of product information, research of appropriate products, taxation calculations and business submission. She is also responsible for training and development within the paraplanning department, which is an aspect of her role that she finds very rewarding.
From a management perspective, Jane looks after the day to running of the business including overseeing the Paraplanning, Client Servicing and Marketing departments, providing support to team members to help ensure all departments work efficiently and that high levels of customer service are maintained.
Outside of work, Jane enjoys various sporting activities and travel, along with food and a few glasses of wine!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.