J A McGlynn
Paraplanner
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My client are a global Wealth & Investment Management business with over £20bn AUM.
Due to continued growth within the business, they now have 2 opportunities for experienced Paraplanners to join their illustrious team, in a role paying between £55-65k, dependent on experience.
We are looking for driven and ambitious individuals, who are either keen to progress into Advising clients, or have an interest into moving into a management role. This is a role with fantastic client facing exposure and medium and long-term development opportunities.
Responsibilities:
- Providing wealth planning solutions for UK & International clients
- Ensuring that all fees and solutions advised to clients are correct, documented and compliant
- Completing client suitability reports and annual suitability review letters
- Ensuring that clients understand the key features of advice that has been provided
- Producing client cash flow analysis
- Reviewing client risk profile reports
- Support the advisors with technical research and analysis of data collected on behalf of clients. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
- Assist with client meetings, take notes, and follow up on any actions, as necessary
- Communicating with clients via meetings, telephone calls and emails
- Working with Administrators to guide clients through the account onboarding lifecycle
- Completing withdrawal call-backs with clients as required
- Working with incumbent custodians to retrieve client assets transfer data
- Providing regular updates to wealth managers and clients throughout onboarding process
- Attending industry event and seminars
- Joining internal training and updates
- Contribute to the continuous improvement of paraplanning processes
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Experience:
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Your very own career expert that helps elevate your application to the next level.
- Proven experience in an Paraplanner role, within a Wealth / Investment manager
- Hold the Diploma Level 4 qualification (or higher)
- Ideally a minimum of 3-4 years’ experience in a similar position.
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