WEALTH MANAGEMENT EXECUTIVE/PARAPLANNER - BERKSWELL

Artemis Recruitment Consultants Ltd; Berkswell; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A recruitment consultancy seeks a Wealth Management Executive/Paraplanner in Berkswell. The role involves supporting clients and advisers, managing client files, and ensuring compliance. Candidates should have experience in operations management, attention to detail, and knowledge of client relationship software. Flexible working arrangements are available.

Benefits

Flexible working arrangements

Qualifications

• Previous experience in operations management within wealth management.
• Familiarity with client relationship management software is an advantage.

Responsibilities

• Support clients/advisers by researching and analysing clients’ requirements.
• Prepare new business files and manage client files through the advice process.
• Deal with queries from clients and provide effective communication.
• Prepare client meeting files including compliance documentation.
• Help clients understand financial product potentials.
• Support existing client needs including preparing valuations and managing changes.
• Assist all departments within the Practice as required.
• Ensure adherence to end-to-end business processes.
• Develop cash flow models and record client data accurately.
• Research financial products to meet client objectives.
• Prepare client reviews and update financial models.

Skills

Report writing experience

Strong attention to detail

Confident working with discretion

Organizational skills

Tools

Microsoft Word

Microsoft Outlook

Salesforce

Job description

WEALTH MANAGEMENT EXECUTIVE/PARAPLANNER - BERKSWELL

We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.

Responsibilities

• Support clients/advisers by researching and analysing clients’ requirements.
• Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back‑office IT records throughout the advice process.
• Deal effectively with queries from clients and other parties through effective communication.
• Prepare client meeting files including any compliance required documentation.
• Help clients better understand the full potential of products.
• Provide client/adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders, DB schemes.
• Provide support as required to all departments within the Practice, including the Management team.
• Support the Practice to ensure the end‑to‑end business process is adhered to and tracked efficiently in line with Practice and regulatory standards.
• Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.

Qualifications & Skills

• Previous experience in operations management in a wealth management environment.
• Microsoft Word, Outlook.
• Client Relationship Management Software experience (ideally Salesforce would be an advantage).
• Organised and tidy, with strong attention to detail.
• Confidently working with total discretion.

Training on telephone and in‑house computer systems will be given.