Paraplanner
2 days ago
Paraplanner
London SW1
£55K+ (dependent on level of industry experience)
9am - 5:30pm
**Are you an industry professional within Wealth Management who is frustrated by the lack of progression opportunities for you?**
**Do you feel your efforts and ability are going unnoticed?**
**Compared to others within the business, do you feel underpaid for the work you do?**
If any of the above points sound familiar, it may be time for you to have a chat with Consegna
We are delighted to be working with a London based Wealth Management firm who have been established for over 25 years, providing bespoke Financial Advice across various areas but specialising in Life Insurance, Retail Investments and Pensions. As a multi-award-winningbusiness, they have built up a name in the market and with their customers, leading to a high volume of referrals and return clients. It is because of this that they are looking to bring on a Paraplanner to work client facing as well as managing the supportstaff on their team.
As a Paraplanner, you will be expected to provide technical support, support with team development, be directly involved in the client experience and liaise with Operations and Compliance departments.
- Attending meetings with Advisors where necessary
- Research and assess cases submitted by the advisors
- Produce suitability letters and reports
- Personally handle complex cases, and allow support staff to shadow to gain knowledge
- Working with management to develop & implement business strategies
- Leading performance reviews for support staff within your team
- Managing support staff and assisting with holiday requests, performance, personal development and personal queries,
- Assisting support staff with their answering of client queries and providing training where necessary
Requirements of the Paraplanner role:
- Senior experience within a Paraplanning role
- Some sort of leaderships / management experience would be a plus
- Qualified and working to Chartered Status would again be a plus
- Excellent knowledge of advice process and products.
- 5+ years’ experience in the Wealth Management industry
Benefits of the Paraplanner role:
- Early finish on a Friday
- 22 days holiday plus bank holidays (1 day per year extra up to 30 days)
- Private Healthcare
- Death in Service
- Gym Membership
If you are interested in discussing the role in more detail and feel you have the necessary experience for the Paraplanner role then please get in touch.
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