At a Glance
- Tasks: Assist Wealth Planners in managing clients' financial planning needs and solutions.
- Company: Join Cazenove Capital, part of the global investment manager Schroders.
- Benefits: Flexible working, professional development, and a supportive team environment.
- Other info: Diverse and inclusive workplace that values your unique perspective.
- Why this job: Gain hands-on experience in wealth management while making a real impact on clients' lives.
- Qualifications: Interest in financial planning and experience in the financial services sector.
The predicted salary is between 35000 - 45000 £ per year.
At 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.
Our Manchester office is at No.1 Spinningfields, in the heart of the city’s business district. We’re close to our clients across the North West and have everything we need to work flexibly.
We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital (part of the Schroders group). The Wealth Planning team consists of Wealth Planners, Paraplanners and Client Support Executives (CSE). Each Paraplanner works alongside two Wealth Planners and has support from a CSE. As a Paraplanning team, we meet regularly to discuss changes and share technical knowledge. You will be an integral part of the client experience, with the opportunity to attend client meetings alongside your technical work. You will ensure delivering a high level of service to our clients is always achieved. The Paraplanning role is varied and you will have exposure to different areas of financial planning.
What you’ll do:
- Work as part of a team assisting Wealth Planners in managing clients’ planning needs and solutions.
- Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with clients.
- Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and strengthen relationships with clients.
- Take responsibility for the timely drafting of client reason-why letters.
- Assist the Wealth Planners in assessing and researching options and solutions for clients.
- Handle other administrative duties promptly, including letters, new client take-on forms, preparation of advisory correspondence/annual reviews, and assisting with proposal preparation.
- React to all client-related enquiries in a timely manner and maintain a record of responses.
- Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information.
- Check that new business and client files are compliant and in line with Cazenove Capital’s procedures.
- Work closely with the Wealth Planning support team and delegate administrative work as required.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
- Embody the core Schroders values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need:
- Good working knowledge of Microsoft Word, Excel and PowerPoint.
- A keen interest in, and a good understanding of, the Wealth Management and financial planning industries.
- Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base.
- FCA approved Level 4 RDR compliant qualification in financial planning or equivalent.
The knowledge, experience and qualifications that will help:
- Familiarity with the fund management, professional advisory, IFA or life company industry.
- Minimum 3 ‘A’ levels or equivalent.
- Good understanding of Intelliflo Office and The Exchange.
What you’ll be like:
- Professional, organised and motivated self-starter.
- Presentable with a client-facing demeanour.
- Strong interpersonal and verbal/written communication skills.
- Excellent analytical ability.
- High level of numeracy.
- Ability to form strong working relationships with colleagues at all levels.
- Willingness to learn and develop, with a desire to work with colleagues to achieve excellent client outcomes.
We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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.
Paraplanner in Manchester employer: Schroders
Cazenove Capital is an exceptional employer, offering a dynamic work environment in the heart of Manchester's business district. With a strong commitment to employee development and flexible working arrangements, we foster a culture of teamwork and innovation, ensuring that our Paraplanners have the opportunity to grow professionally while delivering outstanding service to our clients. Join us to be part of a diverse team that values excellence and integrity, where your contributions will make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management and financial planning. Familiarise yourself with Cazenove Capital's values and services, so you can show off your enthusiasm and fit for the team during those all-important chats.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep your name fresh in their minds and show that you’re genuinely interested in the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining the Cazenove Capital team. Let’s get you that Paraplanner role!
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in wealth management and financial planning, and show us how your skills align with what we're looking for.
Show Your Passion:Let your enthusiasm for the financial services sector shine through! We want to see your genuine interest in helping clients achieve their goals, so share any relevant experiences or insights that demonstrate this.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Schroders
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with the latest trends and regulations in the industry, as well as Cazenove Capital's specific services. This will show that you're genuinely interested and prepared.
✨Showcase Your Team Spirit
Since the role involves working closely with Wealth Planners and Client Support Executives, highlight your teamwork skills. Be ready to share examples of how you've collaborated effectively in previous roles, and how you can contribute to a positive team dynamic.
✨Prepare for Client Interactions
As a Paraplanner, you'll be part of the client experience. Think about how you would handle client queries and build relationships. Prepare some scenarios or questions you might encounter during client meetings, and practice your responses to demonstrate your client-facing skills.
✨Embody the Values
Cazenove Capital values Excellence, Innovation, Teamwork, Passion, and Integrity. Reflect on how you embody these values in your work. Prepare to discuss specific instances where you've demonstrated these qualities, as it will resonate well with the interviewers.
