We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.
Responsibilities:
- Support clients/advisers by researching and analysing clients’ requirements.
- Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
- Deal effectively with queries from clients and other parties through effective communication.
- Prepare client meeting files including any compliance required documentation.
- Help clients better understand the full potential of products.
- Provide client/adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders, DB schemes.
- Provide support as required to all departments within the Practice, including the Management team.
- Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards.
- Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
- Research and analyse financial products to meet client requirements and objectives.
- Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
Desirable:
- Previous experience in operations management in a wealth management environment
- Microsoft Word, Outlook
- Client Relationship Management Software experience (ideally Salesforce would be an advantage)
- Organised and tidy, with strong attention to detail
- Confidently working with total discretion
Training on telephone and inhouse computer systems will be given.