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 has since progressed to the position of Senior Paraplanner and now manages our dynamic paraplanning department.
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. She undertakes a wide range of tasks including report production, analysis of product information, research of appropriate products, taxation calculations and business submission.
From a management perspective Jane oversees the Paraplanning department, providing support to team members, to help ensure the department works efficiently, and that compliance requirements are adhered to. She is responsible for training and development within the department, which is an aspect of her role that she finds very rewarding.
Outside of work Jane enjoys various sporting activities and travel, along with good food and a few glasses of wine!
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.