Job Description
Do you have proven experience working as a paraplanner and want to work with the largest wealth management companies in the UK, then we want to hear from you!
We are seeking someone with proven experience working as a paraplanner, who will support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters. As well as being able to provide good knowledge of advice and understanding of clients’ needs and the desired client outcomes.
Business Overview
Our client is a leading integrated wealth management and professional services group, who look after all clients combined wealth and tax needs, personal and business. They support over 172,000 clients across the UK managing a huge £52.7billion in assets.
Duties & Responsibilities
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
- Work with the Financial Planner to ensure the correct client outcome in achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Manages own workload to meet personal targets
- Communicate effectively with the Financial Planners to manage expected delivery dates
- Responsible for managing process, tasks and complying with FCA guidelines
- Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
Skills Required
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge
- Proven track record of delivering written financial advice
- Good organisation and prioritisation skills; able to work independently and within a team
- Excellent communication skills both written and verbal
- Good stakeholder management with positive influencing skills
- Literacy, numerical and analytical skills are essential
If you feel you fit the profile we are looking for, and want to get your foot in the door with one of the largest wealth management firms, please do not hesitate to apply today!
Job Types: Full-time, Permanent
Salary: Up to £45,000.00 per year
Benefits:
- Canteen
- On-site parking
- Work from home
Schedule:
Ability to commute/relocate:
- Glasgow, Glasgow: reliably commute or plan to relocate before starting work (required)
Experience:
- Paraplanning: 2 years (required)
- Financial services: 2 years (required)
Work Location: In person
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