At a Glance
- Tasks: Collaborate with advisers to deliver exceptional client experiences through research and analysis.
- Company: Join one of the UK's leading independent wealth management firms, Ascot Lloyd.
- Benefits: Enjoy a competitive salary, corporate pension, private medical, and fun perks.
- Other info: Hybrid working model with opportunities for personal and professional growth.
- Why this job: Make a real impact in a high-growth environment while developing your skills.
- Qualifications: Financial Planning Diploma and experience in end-to-end paraplanning required.
The predicted salary is between 30000 - 40000 £ per year.
Location: Reading [Hybrid working 3 days per week in office]
Reports to: Client Services & Operations Manager
SMCR Function: Certified
Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What's on offer at Ascot Lloyd?
- Skills accelerator: A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave!
- Benefits: a corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering, discounted Ascot Lloyd Financial advice for employees, enhanced parental leave - plus fun perks to help you thrive at work and beyond!
- Recognition: a package that includes performance bonuses and long-term incentives, giving you flexibility to balance work and life. We celebrate your commitment with length-of-service and values recognition awards.
At Ascot Lloyd, we're proud to make a positive impact through our ESG initiatives.
What does Paraplanning look like at Ascot Lloyd?
Our Paraplanners collaborate closely with advisers and administrators, using expertise in research, cash flow modelling, compliance and suitability reporting to deliver an outstanding client experience. The team values knowledge sharing, professional development and consistent delivery of high-quality advice.
Your impact on our clientele:
- Review fact finds, file notes, and risk profiles to understand client needs
- Conduct detailed research and analysis including fund/portfolio research, product comparisons, charges analysis and tax implications
- Prepare pre-meeting documents and cleanse risk profiles
- Draft compliant, tailored suitability reports
- Liaise with Financial Advisers to refine recommendations
- Submit case packs to Tax and Compliance and manage remedial work
- Monitor progress in Intelligent Office and ensure deadlines are met
- Identify and resolve service delivery issues proactively
- Support the Treating Customers Fairly (TCF) initiative and uphold Consumer Duty
What You'll Bring To The Position
- Financial Planning Diploma (or equivalent)
- Experience in end-to-end paraplanning
- Knowledge of Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, Dynamic Planner
- Understanding of multi-asset solutions, DFMs and model portfolios
- Strong written and verbal communication skills
- Attention to detail and ability to prioritise workload
- Proficiency in MS Office and Intelligent Office
- Commitment to confidentiality and policy adherence
Paraplanner - 12 month FTC - Ascot Lloyd in Reading employer: Jobs via eFinancialCareers
Ascot Lloyd is an exceptional employer, offering a dynamic work environment in Reading with hybrid working options that promote a healthy work-life balance. Employees benefit from extensive personal and professional development opportunities, including tailored training plans and support for professional memberships, alongside a comprehensive benefits package that includes private medical insurance and performance bonuses. With a strong commitment to employee recognition and a focus on making a positive impact through ESG initiatives, Ascot Lloyd fosters a culture of collaboration and excellence, making it an ideal place for those seeking meaningful and rewarding careers in wealth management.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - 12 month FTC - Ascot Lloyd in Reading
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We think you need these skills to ace Paraplanner - 12 month FTC - Ascot Lloyd in Reading
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