Senior Partner Practice of St. James's Place Wealth Management
Jane joined the practice in January 2011 and brought with her a wealth of practical experience to the role of Paraplanner. Jane provides behind-the-scenes technical administrative support for clients; gathering and analysing client information and data from third parties, new business submission, report production and a number of other technical administration tasks are all part of a day's work!
Other aspects include statistical analysis, research of appropriate products and having a thorough understanding of compliance issues. It’s safe to say Jane is an extremely well organised individual who thrives on making sure all of the i’s are dotted and all of the t’s are crossed! Outside of work Jane is a keen sportswoman and actively enjoys badminton and netball.
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.