Our client is an established and successful investment manager based in London. With a current headcount of just over 20 staff and partners, they have a culture dedicated to providing the best possible service based on the experience and professionalism of the founders and team. They recently set up a new Wealth Planning offering to provide pre and post-retirement advice, specializing in lifetime allowance planning, tax-efficient retirement strategies, and estate planning. They are looking for a Paraplanner to join their team and support their Head of Wealth and Wealth Planning Team.
Key Purpose of the Role:
To provide paraplanning services to support the Head of Wealth and the Wealth Planning Team.
Role Responsibilities:
Experience of preparing suitability / recommendation reports.
Producing fund switch letters and performing necessary research.
Producing withdrawal letters and obtaining all necessary documentation.
Analysing information received from clients and providers and utilising research tools.
Analysing clients' existing products to determine whether they meet the clients' current needs and objectives.
Undertaking fund performance and illustration comparisons.
Additional Responsibilities:
Contacting clients to schedule calls and obtain certain information.
Contacting third parties and providers to clarify technical points / resolve ambiguity.
Preparing client valuations and annual review packs.
Obtaining/generating necessary information and performing research for advisers when requested.
Skills & Experience:
Expert knowledge of financial planning, pensions and investments, ideally gained dealing with complex client scenarios.
Minimum of 3 years in the financial services industry.
Must be proficient in MS Office (Word, Excel, PowerPoint, etc.)
Excellent communication skills (spoken and written), including client liaison.
Experience of working with industry known tools such as Voyant, FE Express etc.
Self-motivated, pro-active and hard working.
Adaptable and receptive to feedback.
Enthusiasm to grow with business in an ambitious company.
Good financial and mathematical literacy.
Essential Qualifications:
Diploma in Financial Planning on way to Chartered Financial Planner status
