Salary: £24,000 - £30,000 per annum
Job type: Permanent
Job purpose and primary objectives:
To work as part of the Wealth Management team providing an excellent service to our clients in accordance with the firm's values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients' expectations and needs.
Duties and responsibilities:
Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports.
Assist the Compliance Officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies.
Our ideal candidate will:
Be familiar with the use of recognised software applications (Word, Excel, Outlook and X plan or similar).
Have excellent verbal and written communication skills as there will be contact with clients at all levels.
Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.
Paraplanning experience, preferably working in the wealth management arm of an accountancy firm.
Experience of dealing with high volumes of work, Suitability report writing, research and producing financial planning recommendations.
Experience in dealing with Defined Benefit's transfers, Pension Switches, Group Pensions, Cashflows,
2 years experience as a Paraplanner, XPlan, financial support
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