Paraplanner - City of London

Blakemore Recruitment; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global investment management firm in London is seeking a Senior Paraplanner to assist Wealth Planners and support a range of financial advisory services. This role requires a keen interest in wealth management, strong analytical skills, and a Level 4 RDR compliant qualification in financial planning. Join a well-established team that promotes continuous career development and offers diverse experiences in the financial industry.

Qualifications

• Experience in financial services sector, ideally with HNW client base.
• Understanding of Wealth Management and financial planning industries.
• Good working knowledge of Microsoft Office tools.

Responsibilities

• Assist Wealth Planners in managing clients' planning needs.
• Draft client reason-why letters and check compliance.
• Handle client enquiries and maintain records.

Skills

Interpersonal skills

Communication skills

Numeracy

Analytical ability

Education

FCA approved Level 4 RDR compliant qualification in financial planning

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office.

Team Overview:

The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.

What you'll do:

• Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions;
• Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with the clients;
• Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and to strengthen relationships with clients;
• Take responsibility for the timely drafting of client reason-why letters;
• To assist the Wealth Planners in assessing and researching options and solutions for clients;
• Handle other administrative duties promptly. This would include letters, new client take-on forms, preparation of advisory correspondence / annual reviews and assisting with proposal preparation;
• To react to all client-related enquiries in a timely manner and maintain a record of responses;
• Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information;
• Check that new business and client files are compliant and in line with their procedures;
• Work closely with the Wealth Planning support team and delegate administrative work as
  required;
• Maintain and update your knowledge through continual professional development (CPD)
  and examinations, where suitable;

The knowledge, experience and qualifications you need:

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

What you'll be like:

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

This is an excellent opportunity to join a well established global investment management firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.

If this role sounds of any interest to you, please got in touch for more information.