Who we’re looking forWe’re looking for an experienced Senior Paraplanner to join our Wealth Planning team at Cazenove Capital, part of the Schroders group. You will combine strong technical financial planning expertise with excellent client service, while supporting the development of more junior colleagues and contributing to high standards across the team.About Cazenove CapitalAt Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions and prepare for the future.About Schroders, our parent companySchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.We’re close to our clients, in the heart of the UK’s financial centre, and have everything we need to work flexibly.Each Paraplanner works alongside two Wealth Planners and is supported by a CSE.You will help ensure we consistently deliver a high level of service to our clients.The role is varied and offers exposure to different areas of financial planning.As a senior member of the team, you will act as a technical point of contact for junior colleagues and support the training and development of new or less experienced team members when required.What you’ll do• Work as part of a team, assisting Wealth Planners in managing clients’ planning needs and solutions.• Complete administrative duties promptly, including letters, new-client take-on forms, advisory correspondence, annual reviews and proposal preparation.• Liaise with insurance companies to obtain policy information, illustrations and product information.• Maintain and develop your knowledge through continual professional development (CPD) and relevant examinations.• Demonstrate a high level of technical competence across all areas of financial planning.• Proactively support junior colleagues and provide training when required.• Contribute to projects and committees that maintain and improve Wealth Planning standards and processes.• Embody Schroders’ core values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.The Senior Paraplanner role recognises a high level of technical competence and experience. It is intended for individuals who are focused on developing a long-term career in Paraplanning, rather than serving as an additional stage on the path to Associate Wealth Planner.The knowledge, experience and qualifications you need• Strong working knowledge of Microsoft Word, Excel and PowerPoint.• A keen interest in, and strong understanding of, the wealth management and financial planning industries.• Relevant experience within financial services, ideally gained in a wealth management firm or financial advisory practice serving high-net-worth clients.• An FCA-approved Level 4 RDR-compliant qualification in financial planning, or equivalent.• Strong technical competence across the principal areas of financial planning, together with the judgement to support and guide less experienced colleagues.The knowledge, experience and qualifications that will help• Experience in fund management, professional advisory, an independent financial adviser or life company environment.• Good working knowledge of Intelliflo Office and The Exchange.We recognise potential, whoever you areOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Pension Paraplanner in London employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
