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- Paraplanner
- Work with advisers, relationship managers and independently, to construct and develop wealth planning strategies for clients, covering a range of complexity.
- Ensure the strategies are documented within the company’s governance and compliance framework
- Create and maintain excellent working relationships with both internal and external stakeholders.
- Conduct research and monitoring of solutions within the company’s governance framework.
- Identify the impact of any changes in legislation and assess the impact on the group’s clients, implementing the appropriate changes to the Wealth Planning Governance policy and formulating solutions for clients.
- You will need a deep understanding of the fundamental aspects of wealth planning, including a technical and practical knowledge of financial planning and complex investments, custody services and corporate solutions.
- Experience of in-house investment management proposition.
- Qualified to Diploma level 4 (or close to) with the desire to progress to level 6. Other qualifications such as STEP or IMC would be a bonus.
- Attention to detail is key
- You will need to be organised and able to multitask
- The ability to look beyond the facts to identify key or underlying issues in complex situations
- 28 days holiday annually (plus bank holidays)
- Pension (5% employer contribution)
- Discretionary bonus
- Death in service
- Private medical
- Free parking
