The Client
A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Glasgow.
The Role
The Assistant Wealth Planner will play an integral role within the Wealth planning team, taking responsibility for confidently supporting the Wealth Planners in both delivering and executing the financial advice to HNW clients. The successful candidate will provide full professional and technical paraplanning support to the Wealth Planners and will carry out quality research on a full range of financial planning product services.
The Assistant Wealth Planner is to undertake accurate calculations and cashflow modelling when needed, as well as prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on knowledge of the client.
The Assistant Wealth Planner will assign and manage external paraplanning resource where needed and will take ownership of provider research panels, across several areas, including, DFMs, SIPPs, offshore bonds, platforms and insurance companies.
The Assistant Wealth Planner will confidently draft and co-ordinate technical documents and research for client presentations, maintain accurate records, prepare review packs and pre-meeting materials and continuously look for ways to improve the suitability report template.
The Assistant Wealth Planner may attend client meetings with the Wealth Planners (as required) as well as provide support with various ad-hoc business projects.
The Candidate
Minimum 3 years' experience as a Paraplanner or Assistant Wealth Planner
Academic achiever – keen to develop longer term and keen to build upon client relationships.
CII Diploma in Regulated Financial Planning (Level 4) essential
Working towards (or willingness to) CII Advanced Diploma
Product knowledge with the ability to work in a small team
Experience using cashflow planning software (Voyant) desirable
Excellent attention to detail
Exceptional verbal and written communication
Organised and methodical
Advanced MS Office (Word, Excel, PowerPoint) desirable
Experience using IO and IRESS (exchange) desirable