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Assistant Wealth Planner , DipPFS , HNW Clients

JJ SEARCH LIMITED

London

On-site

GBP 45,000 - 60,000

3 days ago

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An established industry player in Wealth Management is seeking an Assistant Wealth Planner to join their dynamic team in London. This role is pivotal in supporting Wealth Planners by providing comprehensive financial advice to high-net-worth clients. You will engage in detailed cashflow modeling, conduct thorough research on financial products, and prepare essential documentation for client meetings. The ideal candidate will possess a strong academic background, excellent communication skills, and a commitment to professional growth. If you are passionate about finance and looking to make a significant impact in a prestigious firm, this is the perfect opportunity for you.

Mindful of client relationships and keen to develop professionally.
Minimum 3 years’ experience in a relevant role required.

Support Wealth Planners in delivering financial advice to clients.
Conduct research and prepare suitability reports for client recommendations.

Verbal Communication

Written Communication

Attention to Detail

Client Relationship Management

Cashflow Modelling

Research Skills

CII Diploma in Regulated Financial Planning (Level 4)

CII Advanced Diploma

Voyant

MS Office (Word, Excel, PowerPoint)

IO

IRESS (exchange)

Job Description

SALARY 45-60K

The Client

A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Mayfair (London).

The Role

The Assistant Wealth Planner will play an integral role within the Wealth planning team, taking responsibility for confidently supporting the Wealth Planners in both delivering and executing the financial advice to HNW clients.
The successful candidate will provide full professional and technical support to the Wealth Planners and will carry out quality research on a full range of financial planning product services.
The Assistant Wealth Planner is to undertake accurate calculations and cashflow modelling when needed, as well as prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on knowledge of the client.
The Assistant Wealth Planner will assign and manage external paraplanning resource where needed and will take ownership of provider research panels, across several areas, including, DFMs, SIPPs, offshore bonds, platforms and insurance companies.
The Assistant Wealth Planner will confidently draft and co-ordinate technical documents and research for client presentations, maintain accurate records, prepare review packs and pre-meeting materials and continuously look for ways to improve the suitability report template.
The Assistant Wealth Planner may attend client meetings with the Wealth Planners (as required) as well as provide support with various ad-hoc business projects.

The Candidate

Minimum 3 years’ experience as a Paraplanner or Assistant Wealth Planner.
Academic achiever – keen to develop longer term and keen to build upon client relationships.
CII Diploma in Regulated Financial Planning (Level 4) essential.
Working towards (or willingness to) CII Advanced Diploma.
Product knowledge with the ability to work in a small team.
Experience using cashflow planning software (Voyant) desirable.
Excellent attention to detail.
Exceptional verbal and written communication.
Organised and methodical.
Advanced MS Office (Word, Excel, PowerPoint) desirable.
Experience using IO and IRESS (exchange) desirable.

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