Senior Paraplanner, Wealth Management , Financial Planning

ZipRecruiter; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading Boutique Wealth Management firm in London is seeking a Senior Paraplanner to support Wealth Managers and assist in managing HNW/UHNW client portfolios. The role involves financial planning support, client relationship management, and reporting. Ideal candidates will have a minimum of 3 years’ experience in a similar role and be working towards Level Diploma 4 qualification. Strong communication and attention to detail are essential.

Qualifications

• Minimum of 3 years’ experience in a similar role.
• Knowledge of pensions required.

Responsibilities

• Support Wealth Managers in managing HNW/UHNW client portfolios.
• Prepare client meeting summary plan documents and recommendations.
• Run performance reports and resolve irregularities.

Skills

Communication

Decision-Making

Attention to Detail

Education

Level Diploma 4

Job description

Job Description

The Company:

An established Boutique Wealth Management firm. Specialising in Ultra High Net Worth and Investment Management

The Role:

The Senior Paraplanner will support a team of Wealth Managers in the management of HNW / UHNW client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.

The Senior Paraplanner will offer financial planning support to the team whilst maintaining client relationships. This will include preparation and implementation of recommendations, preparing balance sheets for the client portfolios, creation and maintenance of new and existing client files, CGT calculations plus various client reporting requirements and monitoring of client accounts entrusting that they are not violating guidelines and update and change accordingly.

The Senior Paraplanner will have lots of face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations. Prior to the client meetings obtain information to create cash flow plans, then follow up for the return of documentation. Gather relevant review documents and review reports required for the meetings.

Run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.

Work with platform and service providers as required.

The Candidate

Minimum of 3 years’ experience in a similar Paraplanner / Paraplanning / Financial Planning support role within Wealth Management - knowledge of pensions

Will be working towards Level Diploma 4 qualified if not already achieved.

A good attitude, an ability to learn quickly and a hard working attitude are vital for this role.

Strong written and verbal communication skills, decision-making abilities and attention to detail are very important.

Ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure.