Paraplanner

Paraplanner

Central London – Hybrid (2 days from home)

To £57,000, plus benefits

My client is a global Wealth & Asset Management business with circa £25bn AUM. The core of their expertise is managing investments for wealthy families. They build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals. They provide clear comprehensive financial strategies and global reporting regardless of currency or location

We have been mandated to recruit a client-facing Qualified Paraplanner to join their team.

This established business has built a long-standing reputation of ‘excellence’ and as result has built a large portfolio of mass affluent and UHNW clients, making this an excellent opportunity to join the team and build upon your experience.

Working closely with the advisers and administration team you will be responsible for:

• To ensure that all wealth planning advice is clear, documented and compliant


• To act as subject matter expert on all wealth planning wrappers and products


• Providing wealth planning solutions for clients


• Ensuring that all fees and solutions advised to clients are correct, documented and compliant


• Completing client suitability reports and annual suitability review letters


• Ensuring that clients understand the key features of advice that has been provided


• Producing client cash flow analysis


• Reviewing client risk profile reports


• Support the advisors with technical research and analysis of data collected on behalf of clients. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.


• Assist with client meetings, take notes, and follow up on any actions, as necessary


• Communicating with clients via meetings, telephone calls and emails


• Working with Administrators to guide clients through the account onboarding lifecycle


• Completing withdrawal call-backs with clients as required


• Working with incumbent custodians to retrieve client assets transfer data


• Providing regular updates to wealth managers and clients throughout onboarding process


• Assisting with account opening pack creation for complex accounts


• Contributing to wider company projects as required


• Completing meeting and call file notes


• Providing general feedback on improvements to business processes and procedures


• Complying with FCA regulations and build technical knowledge

Experience Required:

• Hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and / or Certified financial planner status.

• Diploma Qualified


• 3-4 plus years' experience in a Paraplanning capacity


• Experience of report writing.

• Technically proficient across all areas of financial planning.


• Ability to use technical financial planning tools, financial modelling and back-office software.


• The ability to work as part of a team and interact with clients and providers outside of the business.


• Act as main point of contact and deal effectively with technical queries from clients and other parties through effective communication.