Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners. These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
This position will be based at the Tunbridge Wells office, offering a hybrid working.
Key Responsibilities:
- Working closely with our Financial Planners, their Associates and the in-house tax team you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.
The areas of advice will include:
- Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
- Undertake technical research, compile financial planning recommendations.
- Undertake a limited number of defined benefit pension transfer reviews.
- Attend meetings with Financial Planners, developing relationships with clients.
- Analyse client data and prepare cash flow analyses.
- Liaise with product providers and other third parties.
- Mentor, nurture and develop trainees.
- Ensure all regulatory and compliance standards are met.
- Contribute to the ongoing development of best practice within the business.
Candidate Profile:
- Minimum Level 4 qualified – Diploma in Financial Planning/ Regulated Financial Planning.
- Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support with this will be provided).
- Pension Transfer Specialist. (AF7 or AF3)
Compensation Package:
- Salary range: £40,000 to £50,000
- 15% pension contribution
- Private medical health coverage
- Life Cover
- Group income protection
- Gym subsidy
- Interest-free season ticket loan
- Cycle2work scheme
Sector:
- Financial Services
- Financial Planning
