Paraplanner - Wealth Management

Are you a detail-oriented, motivated individual with a passion for financial planning? Our client, an esteemed Wealth Management firm based in Surrey, is seeking a dedicated and ambitious individual to support their Financial Advisors. This exciting role presents an opportunity to build your expertise in financial planning, client servicing, and technical analysis while contributing to the overall success of our client's dynamic team.

Key Responsibilities:

• Collaborate closely with Financial Advisors to help clients achieve their financial goals by identifying key areas for effective financial planning and sourcing appropriate solutions tailored to each client's needs and expectations.
• Begin developing financial planning solutions through computer models and reports, supporting data-driven decision-making.
• Understand and align asset allocation strategies to client risk profiles, ensuring current and future investments are managed effectively.
• Prepare detailed reports with clear recommendations that meet industry standards and regulatory requirements.
• Draft suitability letters and coordinate with administrators to ensure proper management of client files and back-office IT records.
• Assist in the preparation of client reviews, updating cash flow models, reviewing investment performance, and producing supporting reports.
• Gather key information, quotes, and product illustrations for analysis, ensuring meaningful comparisons.
• Support tax calculation preparation where necessary.
• Assist in the preparation and participation in client review meetings.
• Stay current with template updates and industry frameworks to ensure compliance.

Person Specification:

• Minimum GCSE Maths and English B and above.
• Degree qualified with a minimum 2.1 grade achieved or predicted.
• Aspiration to achieve Chartered Financial Planner status.
• Familiarity with major research systems (e.g., Analytics, Voyant).
• Experience with the administration of IHT and/or Investment products.
• Strong up-to-date knowledge of relevant financial regulations and legislation.

Key Skills and Behaviours:

• Strong numerical and analytical skills.
• Ability to accurately transpose information.
• Confident in preparing templated suitability letters.
• Discreet and professional when dealing with third parties.
• Highly organised, with excellent communication and interpersonal skills.
• Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Exceptional attention to detail and time management skills.
• A calm and positive attitude when handling multiple tasks or conflicting demands.
• A proactive and enthusiastic approach to helping clients.

Quality Focus: Takes personal responsibility for high-quality, timely work and remains focused even amidst distractions.

Teamwork: Fosters cooperation and commitment within the team to achieve shared goals.

Embracing Change: Adapts positively to changes in practices and values, leveraging them to solve challenges.

Developing Self and Others: Demonstrates a commitment to continuous learning and self-improvement.

Effective Communication: Listens actively and conveys ideas in a manner that suits the audience.

Planning and Organising: Manages time, resources, and priorities effectively.

Client Care: Maintains a first-class experience for clients by delivering exceptional products and services.

Employer-sponsored exam materials and exam entry for the Level 4 diploma qualification. 25 days of holiday plus bank holidays. Complimentary breakfast and lunch at the office. Regular team socials and away days to foster collaboration and team spirit. Our client specialises in offering tailored wealth management solutions. Their team is dedicated to supporting both clients and staff in a positive, professional, and growth-oriented environment. If you're ready to take the next step in your career and join a thriving team of industry experts, in a crucially important role offering wonderful career progression and increased earning potential, apply now!