Overview:

Due to our continued success and growth we are now looking to appoint a Paraplanner into our Private Clients team.

This is a fantastic opportunity for anyone looking to build a long-term, successful career in Wealth Management by joining a growing business with a collegiate and nurturing culture where you will be directly supporting two advisors, rather than being part of pooled resource.

Our preference is always to promote from within here at W1M we are proud to be able to evidence direct examples of people who have ascended from this position into Lead Advisor roles as well as our head of Paraplanners who has grown with us over the years.

The focus of this role will be to provide a full range of paraplanner duties on a dedicated book of private clients, ensuring all wealth planning advice is clear, documented and compliant and to act as the subject matter expert on all wealth planning wrappers and products.

About the Company

With over £24 billion in assets under management (AUM), a team of c.350 professionals across 5 global offices, W1M specialises in working with high-net-worth individuals and families, charities and institutions. Beyond our direct client relationships we also maintain a longstanding partnership with IFA’s, providing access to our market-leading investment solutions.

We are continuing to expand with ambitious plans to double our AUM in the next 4 years based on the foundation of the quality of advice and services we provide to our clients, alongside peer-leading investment performance.

Internally we are a highly collaborative organisation free from the politics and bureaucracy of larger firms that gives everyone the opportunity to make a real difference and enhance the way we work.

Key Accountabilities

Wealth Planning

Complete client suitability reports and issue annual suitability review letters
Ensure all clients understand the key features of advice that has been provided
Provide solutions for UK & international clients
Produce client cash flow analysis
Review client risk profile reports
Take notes at client meetings and follow-up on any actions as required

Client Management

Communicating with clients via meetings, telephone calls and emails
Working with Private Client Executives to guide clients through the account onboarding process
Completing withdrawal call-backs with clients as required
Working with incumbent custodians to retrieve client assts transfer data

Development

Completion of exams
Attending industry events and seminars
Joining internal training and updates
Contribute to the continuous improvement of paraplanning processes

Background and Experience required

Hold the Diploma Level 4 qualification (or higher) – we will happily assist with any further study to obtain Chartered and / or Certified financial planner status
Experience in a Paraplanner or similar role, within the Wealth / Investment management arena
Understanding of financial planning process and associated compliance issues
Excellent written and verbal communication skills
High level of discretion and professionalism in handling confidential information
Ability to work both independently and as part of a team
Excellent time management and organisational skills
Familiarity with financial planning tools, financial modelling and back-office software

Equal Opportunity Statement

W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.

W1M Wealth & Investment Management jobs

Paraplanner