Join an esteemed investment management firm with a dedicated team of around 30 professionals, renowned for offering tailor-made wealth management solutions. As a partner-owned entity, we pride ourselves on fostering a client-first culture that merges the investment excellence of larger institutions with a personalized touch.

The firm has recently embarked on an exciting journey by launching a wealth planning division, aimed at delivering comprehensive pre- and post-retirement guidance. Our areas of expertise include lifetime allowance planning, tax-efficient retirement strategies, and estate planning, with the added benefit of a flexible 4-day in-office schedule.

KEY PURPOSE OF THIS POSITION:

Your main role will be to deliver exceptional paraplanning support to the Head of Wealth Planning and our dynamic Wealth Planning team.

CORE RESPONSIBILITIES:

• Analyze client data to craft advice that aligns with their individual goals.
• Utilize cashflow modeling tools proficiently in your analyses.
• Prepare thorough suitability and recommendation reports.
• Generate fund switch and withdrawal letters along with all necessary research and documentation.
• Interpret and leverage information from clients and providers using industry-standard tools.

ADDITIONAL DUTIES:

• Engage with clients to gather pertinent information and schedule meetings.
• Reach out to third-party providers to address technical inquiries.
• Conduct research to assist advisers as necessary.

SKILLS & EXPERIENCE REQUIRED:

• In-depth technical expertise in financial planning, pensions, and investments, with a preference for experience in complex client cases.
• A minimum of 5 years in the financial services sector.
• Proficient in the Microsoft Office suite.
• Exceptional verbal and written communication skills.
• Familiarity with analytical tools such as Voyant and FE Analytics.
• Must be proactive, adaptable, and open to constructive feedback.
• Ambitious and dedicated to continuous personal development.
• Strong aptitude for financial concepts and mathematics.

ESSENTIAL QUALIFICATIONS:

• At least a Chartered Financial Planner designation (or equivalent), or actively pursuing this qualification.