Paraplanner

3 days ago


London, United Kingdom mbf. Full time

A prominent investment management company responsible for close to £50BN of client assets is seeking to recruit a high quality Paraplanner to help provide technical support to their team of Wealth Planners.

About the Role:

As a Paraplanner within the Private Client team based in London, you will play a crucial role in delivering exceptional client experiences. Working alongside a dedicated team of Planners, Paraplanners, and Wealth Administrators, you'll be responsible for providing technical research services to support the planning process. Your expertise will ensure the preparation of client advice is of the highest quality and efficiency.

Key Responsibilities:

  • Conduct technical research to support Planners
  • Ensure the preparation of client advice meets the highest standards
  • Collaborate with operational and client-facing departments
  • Answer technical queries on tax, legislation, and financial products
  • Prepare Voyant cash flow forecasts to demonstrate clients' financial plans
  • Support and coach Paraplanners and Wealth Administrators
  • Foster a positive team culture and contribute to personal development

People Development:

  • Demonstrate commitment to company objectives
  • Mentor and train team members
  • Cultivate an inclusive and development-focused working culture

Personal Attributes:


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