Paraplanner (Cazenove Manchester)

About Cazenove Capital

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, helping our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Job Overview

We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital (part of the Schroders group). Each Paraplanner works closely with two Wealth Planners and has support from a Client Support Executive (CSE). The role offers a chance to attend client meetings and develop a high‑level service standard.

What You’ll Do

• Assist Wealth Planners in managing clients’ planning needs and providing solutions.
• Act as an additional point of contact when Wealth Planners are unavailable and build trustful client relationships.
• Attend client meetings with the Wealth Planner to broaden understanding of the advisory process.
• Draft client reason‑why letters in a timely manner.
• Research and assess options for clients, supporting the Wealth Planner.
• Handle administrative duties such as letters, new client take‑on forms, advisory correspondence, annual reviews, and proposal preparation.
• Respond promptly to all client enquiries and keep a record of responses.
• Communicate with insurance companies to obtain client policy information or new illustrations and product details.
• Ensure new business and client files meet Cazenove Capital’s compliance procedures.
• Collaborate with the Wealth Planning support team and delegate administrative work when required.
• Maintain and update knowledge through continuous professional development (CPD) and examinations where suitable.
• Exemplify Schumacher values of Excellence, Innovation, Teamwork, Passion, and Integrity in all work activities.

The Knowledge, Experience and Qualifications You Need

• Proficient in Microsoft Word, Excel and PowerPoint.
• A keen interest in, and solid understanding of, the wealth management and financial planning industries.
• Experience within the financial services sector, ideally in a wealth management firm or financial advisory practice with a high‑net‑worth client base.
• FCA‑approved Level 4 RDR‑compliant qualification in financial planning or an equivalent.

The Knowledge, Experience and Qualifications That Will Help

• Familiarity with fund management, professional advisory services, IFAs or life company industry.
• Minimum three ‘A’ levels or equivalent.
• Good understanding of Intelliflo Office and The Exchange.

What You’ll Be Like

• Professional, organised and a self‑starter.
• Presentable with a client‑facing demeanour.
• Strong interpersonal and verbal/written communication skills.
• Excellent analytical ability.
• High level of numeracy.
• Capable of building strong working relationships across all levels.
• Willingness to learn, develop and collaborate to achieve excellent client outcomes.

Equal Opportunity Statement

We are an equal opportunities employer. Our purpose is to provide excellent investment performance through active management. Inclusion and diversity are strategic priorities. You are welcome regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background or any other protected characteristic.