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Wealth Management Specialist

2 months ago

London, Greater London, United Kingdom Tanager Wealth Management Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Associate. As a key member of our paraplanning team, you will play a crucial role in supporting our financial advisers in delivering high-quality financial planning solutions to our clients.

Key Responsibilities
  • Attend client meetings with the adviser to understand client needs and objectives.
  • Conduct comprehensive research and analysis to develop tailored financial plans and suitability reports.
  • Prepare suitability reports and suitability letters, ensuring compliance with regulatory requirements.
  • Develop and maintain internal relationships to facilitate business flow and meet targets.
  • Articulate and present technical data to clients, working closely with the adviser.
  • Cash modelling, requiring adaptability to account for multi-jurisdiction tax and financial planning.
  • Write fully compliant, individually tailored, in-depth client suitability reports, wealth plans, and financial plans within given timescales.
  • Prepare for annual review meetings and write a review summary letter.
  • Maintain accurate, up-to-date client records on databases and client files.
  • Stay up-to-date with FCA, SEC, and regulatory authorities' requirements.
  • Maintain good relationships across the team and between teams.
  • Act as a point of contact between clients, advisors, and support teams.
  • Prepare and maintain digital client files.
  • Deal with client queries.
  • Assist other planner team members as needed.
  • Proactively develop product and industry knowledge.
  • Ensure all reports meet or exceed expected standards.
  • Adhere to process-driven workflows.
Requirements
  • At least 2 years of experience in a paraplanning or technical role.
  • Level 4 diploma or close to completion.
  • Understanding of the regulatory framework, ethics, and principles of the advice process.
  • Comfortable with research and analysis.
  • Commitment to further personal development through training and professional exams.
  • Outstanding written and oral communication skills, with excellent telephone manner.
  • Ability to work on multiple tasks simultaneously and efficiently.
  • Ability to interact with wealthy individuals in a confident, professional manner.
  • Ability to work closely with third parties and commercial partners to achieve required client outcomes.
  • Comfortable working in a team.
  • Time management and prioritization skills.
  • Excellent IT skills.
  • Attention to detail.
  • 'Can-do' attitude.
  • Unrestricted rights to work in the UK.
What We Offer
  • Basic salary: £38,000 to £50,000, dependent on experience.
  • 25 days annual leave plus bank holidays.
  • Discretionary quarterly and annual bonuses based on individual and company performance.
  • Hybrid working - 3 days in the office & 2 days remotely (subject to probationary period).
  • Workplace pension - 5% contribution plus 5% employer match.
  • Income Protection.
  • Gym and swimming pool membership.
  • Regular team and company-wide socials.
  • Reimbursement of study material and exam costs for US & UK licenses and certifications approved for your role.
  • Industry body membership.
  • Private Medical Insurance with Vitality.
  • Perkbox - access to discounts, benefits, and perks (subject to probationary period).
  • Cycle to work scheme - salary sacrifice bicycle purchase (subject to probationary period).
  • Tech scheme - salary sacrifice technology and white goods purchase (subject to probationary period).
  • 1 Community Day per year.