Technical Paraplanner / Business Manager - £45k - £55k

£45,000 - £55,000 yearly
  • Recruit UK
  • Bishop's Stortford, Hertfordshire, UK
  • 12/09/2018
Full time Paraplanner

Job Description

Recruit UK are representing a multi-family office in Bishops Stortford. This is a specialist firm which provides bespoke investment management solutions to a select group of HNW/UHNW clients. Its infrastructure is drawn from the professional investment marketplace and the solutions delivered to clients are more in line with those offered by private banks than a typical financial planner, although the business does provide much of what an IFA and wealth manager offer.

They are looking to hire a Technical Paraplanner/Business Manager to start in January 2018 to support the directors in managing their portfolio of clients and growing the business. A successful candidate will be expected to further refine and enhance the process and become an integral part of the business.

Management duties will follow as the business grows. This will be a varied, challenging role, however, will prove very rewarding for the right candidate.

Duties will include:

  • Interpreting data obtained by Directors during client meetings
  • Conducting research on protection, pension consolidation, Wills and LPAs, cost and performance comparisons for existing investment holdings
  • Liaison with existing product and services providers for clients to obtain and analyse relevant information
  • Preparation of Suitability Letters, Specialist Report Writing and Cash Flow modelling
  • Developing project roadmaps for each client, based on priority objectives
  • Preparing the necessary documentation and requirements to fulfil all aspects of client onboarding and account opening
  • Assisting Directors in pre-review file checks
  • Managing the annual review process for all clients, including preparation of total wealth statements and project roadmap status
  • Supporting the Compliance Officer with regulatory record keeping and reporting
  • Proactive client service and communication, including face to face meetings
  • Dealing with client queries raised by either client, provider/FP.
  • Complying with the FCA Rulebook and the firm’s internal procedures at all times.


  • Level 4 Diploma with the desire to gain Chartered accreditation
  • Extensive paraplanning experience
  • Experience in IHT, including BPR and specialist tax structures including EIS, VCT and FIC
  • A keen interest Investments, with the desire to learn from experienced professionals
  • Strong leadership, drive and organisation skills, along with effective communication
  • Ability to take initiative and apply judgment on a day to day basis and challenge
  • High attention to detail, following workflows carefully and ensuring documentation is produced to a high standard
  • A confident problem solver, identifying tools and methodologies to streamline the process


  • Good working knowledge of Intelligent Office (iO)
  • Experience using SelectaPension for pension analysis
  • Experience of discretionary portfolio management tools and online stockbroking/investment trading software
  • Experience of a professional investment management or private banking environment

If you feel this opportunity could be for you and you would like to find out more, please contact Tom at