Associate Wealth Paraplanner

• Provide appropriate support for Paraplanners and Wealth Managers / Financial Planners
• Facilitate the smooth processing of new and existing business
• Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met
• Adheres to Conduct Risk standards
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios
• Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients
• Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members
• Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard
• Support colleagues with client interaction and by developing an awareness of client management and advice processes
• Supports delivery of client service under the guidance of Paraplanners, Wealth Managers and Financial Planners

• Clear and concise communication skills – oral and written
• Ability to meet deadlines/work within restricted timescales
• Ability to work on own initiative to achieve required results

Working or planning to work towards CII Level 4 Diploma or equivalent

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team