Our client is a HNW wealth & investment manager, with a minimum client investment level of 1million.Seeking an experienced Paraplanner for a hybrid London based role.
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Role objectivesTo complete Paraplanner duties on a dedicated book of private clientsTo ensure that all wealth planning advice is clear, documented and compliantTo act as subject matter expert on all wealth planning wrappers and productsKey accountabilitiesWEALTH PLANNING - [WEIGHTING - 40%]Providing wealth planning solutions for UK & International clientsEnsuring that all fees and solutions advised to clients are correct, documented and compliantCompleting client suitability reports and annual suitability review lettersEnsuring that clients understand the key features of advice that has been providedProducing client cash flow analysisReviewing client risk profile reportsSupport the advisors with technical research and analysis of data collected on behalf of clients.
Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
Assist with client meetings, take notes, and follow up on any actions, as necessaryCLIENT MANAGEMENT - [WEIGHTING - 40%]Communicating with clients via meetings, telephone calls and emailsWorking with Private Client Executives to guide clients through the account onboarding lifecycleCompleting withdrawal call-backs with clients as requiredWorking with incumbent custodians to retrieve client assets transfer dataProviding regular updates to wealth managers and clients throughout onboarding processGENERAL ADMINISTRATION - [WEIGHTING - 10%]Assisting with account opening pack creation for complex accountsContributing to wider company projects as requiredCompleting meeting and call file notesProviding general feedback on improvements to business processes and proceduresDEVELOPMENT - [WEIGHTING - 10%]Completion of examsAttending industry event and seminarsJoining internal training and updatesContribute to the continuous improvement of paraplanning processesBackground/experience and competencies requiredProven experience in an Paraplanner or similar role, preferably within the sectorStrong organisational and time-management skills with the ability to multitask and prioritise effectivelyExcellent written and verbal communication skillsExcellent time management and organisational skillsHigh level of discretion and professionalism in handling confidential informationProficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and collaboration tools (e.g., Teams, SharePoint)Ability to work independently and collaboratively in a dynamic environmentStrong interpersonal skills and a proactive, solution-oriented approach with ability to use initiativeComfortable interacting with senior stakeholders and external visitors in a front-of-house capacityFamiliarity with financial services is highly desirableVisit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. xbpsjku
We are committed to driving conscious inclusion across our business and creating equitable pathways. Discipline(s): Financial ServicesJob type: Flexible / Work From Home
Paraplanner in Kennington employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
