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Paraplanner, Wealth Management - City, London, United Kingdom, EC1A2


Benefits of the Paraplanner, Wealth Management role

Salary of £30,000 - £36,000 depending on experience and discretionary bonus scheme.

Training and development also offered for the right individual should you wish to progress into an Advisory role in the future.

An opportunity has arisen for a full time Paraplanner (Wealth Management) with some Personal Assistant duties within a Wealth Management practice in Central London.

Roles and Responsibilities of the Paraplanner (Wealth Management0

  • Your role as a Paraplanner will be focused on, providing support to the 3 Partners through undertaking preparation of client meeting packs; researching suitable financial planning solutions and drafting suitability letters to describe the Adviser's recommendations.

  • Gathering/collating of external provider information, collating bespoke investment reports and preparation of meeting agendas.

  • Be responsible for ensuring our client confidential reviews are updated after each meeting and liaising with providers to obtain information.

  • Ownership of our online fact find and database ensuring that all client communication and records are kept fully up to date.

  • Be actively involved with new business processing including preparation of key facts illustrations and chasing through pipeline of cases to issue stage.

  • Business Submission - creating illustrations, submitting business (i.e. suitability letters, Fact Find Completion & use of our online database).

  • In-depth data analysis of client's funds and investments (use of Analytics) and so produce personalised illustrations and up to date wealth accounts.

  • Liaising with administration centers regarding client transactional fund information.

  • Client switches, surrenders and critical yield calculation.

  • Be responsible for our service delivery schedule to clients.

  • Assist with Client events as required.

  • Be responsible for SJP trust documentation preparation and dispatch to our clients.

  • An understanding of pension transfers is also key to the role.

Essential Skills of the Paraplanner, Wealth Management

  • 3-5 years experience as a Paraplanner

  • Private Banking/ Wealth Management experience

  • Diploma preferred