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Paraplanner

Jenson Fisher Consulting Ltd
Posted 5 days ago, valid for 25 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is a global Wealth & Asset Management firm with over £6.5bn of AUM and nearly 40 years of expertise in managing investments for wealthy families.
  • They are seeking a Paraplanner with a minimum of 3-4 years of experience to join their high-performing team and support a Wealth Manager.
  • The role involves providing wealth planning solutions for UK and international clients, ensuring compliance, and assisting with client meetings and communications.
  • Candidates should hold a Diploma Level 4 qualification or higher and have a strong understanding of the financial planning process and compliance aspects.
  • The position offers the opportunity for professional development, with a potential salary of £40,000 to £50,000 depending on experience.
My client are a global Wealth & Asset Management firm, established nearly 40 years' ago, with over £6.5bn of AUM, alongside 3 offices across the world.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. Many of their clients are international, with finances, business interests, property and family across multiple countries. My client provide clear comprehensive financial strategies and global reporting regardless of currency or location.They now have an opportunity for a Paraplanner to join one of their highest performing teams across the business, working alongside an exceptional well-established Wealth Manager. There is an opportunity to develop either into becoming a Wealth Manager yourself, or opting to stay down the technical route, or branch into Investment Management. ROLE SUMMARY
  • To complete paraplanner duties on a dedicated book of private clients
  • 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
RESPONSIBILITIESWealth Planning 
  • Providing wealth planning solutions for UK & International 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
Client Management
  • 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
General Administration
  • 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
Development
  • Completion of exams
  • Attending industry event and seminars
  • Joining internal training and updates
  • Contribute to the continuous improvement of paraplanning processes
SKILLS AND EXPERIENCE
  • Hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and / or Certified financial planner status.
  • Ideally a minimum of 3-4 years’ experience in a similar position.
  • Good understanding of the financial planning process and associated compliance aspects.
  • Driven and focused with the ability to complete tasks under pressure on time and right first time.
  • 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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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