Wealth Management Associate
6 days ago
We are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a Paraplanning Professional, you will play a critical role in preparing detailed financial planning strategies in line with our clients' individual objectives.
Key Responsibilities- Conduct quality analysis and research to arrive at the most suitable outcome for the client, enabling effective judgements on the suitability of client outcomes and supporting documentary evidence, in line with regulatory and internal standards.
- Undertake whole of market research on new and existing clients using advanced financial analytics tools and our in-house research platforms.
- Advise on quality outcomes, providing clear professional communication to financial planners with adequate rationale.
- Operate collaboratively with colleagues to improve overall quality outcomes and provide consistent compliant files.
- Build a rapport with financial planners within the firm and other compliance departments to ensure that good relationships are maintained.
- Contribute to the design and implementation of quality standards, identifying any trends and proposing resolutions to achieve the required standards.
- Work at pace to achieve individual productivity targets and objectives.
- Maintain client confidentiality at all times.
- Keep up to date with the latest industry knowledge in order to support financial planners and communicate this effectively with the team.
- Relevant professional qualification (CII Diploma in Regulated Financial Planning or suitable alternative at Level 4 or above) is essential for the role or could be achieved within 12 months.
- Previous paraplanning or advice experience preferred.
- Detailed knowledge of assessing suitability of advice outcomes.
- Detailed knowledge of pension and investment products is essential to the role.
- Working knowledge of risk, compliance, and advice in UK financial services.
- Strong communication skills with the ability to communicate with all levels.
- Excellent interpersonal skills to form effective working relationships.
- Flexibility and adaptability in a changing environment.
- The ability to act professionally, with an enthusiastic and positive attitude.
- Excellent organisation and prioritisation skills to be able to work to multiple competing deadlines.
- A good knowledge of private wealth products.
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