Paraplanner - Hybrid/flexible Working

3 weeks ago


Farnham, United Kingdom Tate Full time
Salary: £45k to £50k plus discretionary bonus and excellent benefits

Location: Bishop's Stortford, Office Based (5 days per week) About the Company:
The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. Work with advisers, relationship managers and when required, independently, to construct and develop wealth planning strategies for business owners and wealthy individuals and families, covering a range of complexity.
Create and maintain excellent working relationships with both internal and external stakeholders, such as clients, advisers, our client services and investment operations teams, professional connections, product providers and so on.
Conduct research and monitoring of solutions within the company's governance framework.
Identify the impact of any changes in legislation and assess the impact on the group's clients, implementing the appropriate changes to the Wealth Planning Governance policy and formulating solutions for clients.
A deep understanding of the fundamental aspects of wealth planning and the core best practice principles for HNW and UHNW individual and corporate clients, including a technical and practical knowledge of financial planning and complex investments, custody services and corporate solutions.
Practical experience of more complex solutioning including estate planning strategies for UHNW families and onshore and offshore structuring for UK residents. This includes the role of special purpose vehicles, such as family investment companies, holding companies and trusts.
Experience of in-house investment management proposition.
Ensure familiarity with the Group's compliance and risk management programmes including the accurate maintenance of CPD records.

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