Paraplanner , Diploma Qualified , Wealth Management , Financial Planning

A highly regarded boutique Investment Management

The Role:

1. The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.
2. The Paraplanner will prepare and implement recommendations and prepare balance sheets for the client portfolios.
3. The Paraplanner will create and maintain new and existing client files, CGT calculations plus various client reporting requirements.
4. The Paraplanner will monitor client accounts ensuring they are not violating guidelines and update and change accordingly.
5. The Paraplanner will have face-to-face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.
6. The Paraplanner will gather relevant review documents and review reports required for the meetings.
7. The Paraplanner will run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.
8. The Paraplanner will work with platform and service providers as required.

The Candidate:

1. Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management.
2. A good hard-working attitude with an ability to learn quickly - Essential.
3. Strong knowledge of MS Office Suite.
4. CRM experience - advantageous.
5. Strong written and verbal communication skills, decision-making abilities, and attention to detail.
6. Ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure.