The Role: I am recruiting an experienced Paraplanner to join the team at Lexington Wealth Management, an awarding winning, independent, Accredited Financial Planning firm based in the Wiltshire countryside (SN5). Working in a small, collaborative and client focused team youwill assist with the delivery of an exceptional financial advice and wealth management service to a select number of private clients. You will have the opportunity to input and take initiatives that develop the Paraplanning department, enhancing both your role and the client experience as well as making a significant and valued impact on the business. You will also have the opportunity to progress and will be supported with studying for professional exams if you choose to do so.
The successful Paraplanner will be Diploma qualified (Dip PFS) and will be involved in client meetings alongside the Chartered Financial Planner from the outset. You will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals.
Salary and Benefits: £45-55,000 (dependant on experience) plus an exceptional benefits package including flexible/hybrid working + 27 days holiday (23 days + birthday + 3 days Christmas Close) + 8 days bank holiday + generous pension (9% employer’s contribution) + 4x salary death in service + training and continued professional development. This is a full-time role, but we are happy to offer flexible working hours and hybrid working (2 days home working) for the right candidate.
The Company: Lexington Wealth Management are a multi-ward winning Accredited Financial Planning Firm. Focused on building long-term, collaborative relationships with an emphasis on providing a personal service that exceeds expectations, they educate and inspire their clients to make informed decisions and pursue the life they desire.
At Lexington, culture is built on personal responsibility, meaningful contributions, and unwavering customer focus. Lexington believe every decision should be made with the mindset of an owner. No individual is more important than the team, and fostering a sense of belonging is at the heart of what they do. They uphold non-negotiable standards of hard work, dedication, and adherence to processes. High performance is essential to their success and the value they deliver to their clients.
Paraplanner, responsibilities include:
- Collaborate with the team to deliver a highly personalised holistic financial planning service.
- Prepare for client meetings and reviews, work to understand the client’s financial situation and use cash flow modelling to prepare and write financial plans and post meeting reports.
- Develop relationships with clients, attending client meetings alongside the Chartered Wealth Manager / Financial Planners.
- Undertake technical research and financial analysis to support the Financial Planners in identifying suitable solutions for the client.
- Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance.
- Work with the administrative support team to ensure recommendations are implemented and the highest level of client service is delivered.
- Maintain up to date knowledge of developments in the financial planning industry and contribute to development of best practice within the team.
Paraplanner, Skills and Experience:
- Experience of Paraplanning in a Financial Planning or Financial Advice environment.
- Diploma qualified (Dip PFS), or close to being Diploma qualified.
- A strong technology and mathematical aptitude.
- Excellent communication skills, both verbal and written.
- Highly organised and methodical, with excellent attention to detail.
- A strong relationship builder and collaborative team player with a customer centric approach.
- Keen to learn, with the opportunity to progress towards becoming become Chartered if you choose to do so (financial support will be provided).
Dawn O’Shea is recruiting the Paraplanner directly on behalf of Lexington Wealth Management so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.