Paraplanner

Schroders; London; On-site; GBP 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to join their Wealth Planning team. In this dynamic role, you will support Wealth Planners, manage client interactions, and engage in various aspects of financial planning. Your responsibilities will include drafting client communications, conducting research, and ensuring compliance with company procedures. This role offers a unique opportunity to enhance your expertise in wealth management while working closely with clients and colleagues. If you are a motivated self-starter with a passion for delivering exceptional client service, this position could be the perfect fit for you.

Qualifications

• Experience in financial services, ideally in wealth management or advisory.
• Strong understanding of financial planning and wealth management.

Responsibilities

• Assist Wealth Planners in managing clients' planning needs and solutions.
• Draft client letters and handle administrative duties promptly.
• Attend client meetings to strengthen relationships and understanding.

Skills

Interpersonal Skills

Analytical Ability

Verbal Communication

Written Communication

Numeracy

Education

FCA approved Level 4 RDR compliant qualification

3 ‘A' levels or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Intelliflo Office

The Exchange

Job description

Who we’re looking for
We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital are part of the Schroders group.

About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

The team
The Wealth Planning team consists of Wealth Planners, Paraplanners and Client Support Executives (CSE). Each Paraplanner works alongside two Wealth Planners and has support from a CSE. As a Paraplanning team, we meet regularly to discuss changes and share technical knowledge. You will be an integral part of the client experience, having the opportunity to attend client meetings alongside your technical work. You will ensure that delivering a high level of service to our clients is always achieved.

What you’ll do
The Paraplanning role is varied and you will have exposure to different areas of financial planning.

1. Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions;
2. Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with the clients;
3. Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and to strengthen relationships with clients;
4. Take responsibility for the timely drafting of client reason-why letters;
5. Assist the Wealth Planners in assessing and researching options and solutions for clients;
6. Handle other administrative duties promptly, including letters, new client take-on forms, preparation of advisory correspondence / annual reviews and assisting with proposal preparation;
7. React to all client-related enquiries in a timely manner and maintain a record of responses;
8. Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information;
9. Check that new business and client files are compliant and in line with Cazenove Capital's procedures;
10. Work closely with the Wealth Planning support team and delegate administrative work as required;
11. Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable;
12. Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

1. Good working knowledge of Microsoft Word, Excel and PowerPoint;
2. A keen interest in and a good understanding of the Wealth Management and financial planning industries;
3. Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base;
4. FCA approved Level 4 RDR compliant qualification in financial planning or equivalent.

The knowledge, experience and qualifications that will help

1. Familiarity with the fund management, professional advisory, IFA or life company industry;
2. Minimum 3 ‘A' levels or equivalent;
3. Good understanding of Intelliflo Office and The Exchange.

What you’ll be like

1. Professional, organised and motivated self-starter;
2. Presentable with a client-facing demeanour;
3. Strong interpersonal and verbal/written communication skills;
4. Excellent analytical ability;
5. High level of numeracy;
6. Ability to form strong working relationships with colleagues at all levels;
7. Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.