Paraplanner FTC 12 month Maternity Cover

Paraplanner FTC 12 month Maternity Cover

London, United Kingdom

Job Description

Paraplanner (Wealth Planning) - London

What you'll do

• Assist Wealth Planners in managing clients' planning needs and solutions.
• Support the end to end advice process, from initial fact find to suitability report production and implementation.
• Act as an additional point of contact when the Wealth Planners are not available, building trusting relationships with clients.
• Attend client meetings with the Wealth Planner (when appropriate) to broaden your understanding of the advisory process and strengthen client relationships.
• Draft high quality suitability documentation, including client "reason why" letters and reports, in a timely manner.
• Research planning options and solutions for clients (e.g., pensions, protection, investments, tax wrappers, trusts where appropriate).
  Prepare and collate client documentation required for advice, annual reviews and recommendations.
• Handle administrative duties promptly, including new client take on forms, preparation of advisory correspondence/annual reviews and proposal preparation.
• Respond to all client related enquiries in a timely manner and maintain a record of responses.
• Coordinate with product providers, insurers and platforms to obtain client policy information, illustrations and product information.
• Ensure new business and client files are compliant with Cazenove Capital procedures and FCA requirements.
• Work closely with the Wealth Planning support team, delegating and coordinating administrative work as required.
• Maintain and update knowledge through continual professional development (CPD) and suitable examinations.
• Embodies Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of work.

The knowledge, experience and qualifications you need

• Strong working knowledge of Microsoft Word, Excel and PowerPoint.
• A keen interest in, and good understanding of, wealth management and financial planning.
• Experience working within financial services, ideally in a wealth management firm or financial advisory practice with an HNW client base.
• Progress towards, or holding, an FCA Level 4 RDR compliant qualification in financial planning (or equivalent).

The knowledge, experience and qualifications that will help

• Familiarity with the fund management, professional advisory, IFA or life company industry.
• Good understanding of Intelliflo Office and The Exchange.
• Experience drafting suitability reports and supporting regulated advice processes.

What you'll be like

• Professional, organised and motivated self starter.
• Confident communicator with strong interpersonal and written skills.
• High attention to detail, with excellent analytical ability and numeracy.
• Able to build strong working relationships with colleagues at all levels.
• Willing to learn and develop, with a genuine desire to deliver excellent client outcomes.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, allows us to make better decisions and better achieve our purpose. Inclusion and diversity are a strategic priority for us and we are an equal opportunities employer. You are welcome here, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio economic background, or any other protected characteristic.