Paraplanner , Diploma Qualified , Wealth Management , Financial Planning

ZipRecruiter; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

A highly regarded boutique Investment Management firm is seeking a Paraplanner to support Wealth Managers in managing client portfolios. The role involves administrative duties, client interaction, and preparation of financial recommendations. The ideal candidate will have at least 2 years of experience, a Financial Planning Diploma, and strong communication skills.

Qualifications

• Minimum of 2 years’ experience in a Paraplanner or Wealth Planning Support role.
• Strong knowledge of MS Office and CRM systems is advantageous.
• Ability to interact under pressure and communicate effectively.

Responsibilities

• Support Wealth Managers in administrative management of client portfolios.
• Prepare recommendations and client meeting summary documents.
• Run performance reports and monitor client accounts for guideline violations.

Skills

Decision-making

Attention to detail

Communication skills

Time management

Education

Financial Planning Diploma

Tools

MS Office Suite

CRM

Job description

Job Description

The Company:

A highly regarded boutique Investment Management

The Role:

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

The Paraplanner will prepare and implement recommendations and prepare balance sheets for the client portfolios.

The Paraplanner will create and maintain new and existing client files, CGT calculations plus various client reporting requirements.

The Paraplanner will monitor client accounts entrusting that they are not violating guidelines and update and change accordingly.

The Paraplanner will have face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.

The Paraplanner will gather relevant review documents and review reports required for the meetings.

The Paraplanner will run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.

The Paraplanner will work with platform and service providers as required.

The Candidate

Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management.

FINANCIAL PLANNING DIPLOMA - qualified

A good hard-working attitude with an ability to learn quickly - Essential

Strong knowledge of MS Office Suite.

CRM experience - advantageous.

Strong written and verbal communication skills, decision-making abilities and attention to detail

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