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Senior Paraplanner, Wealth Manager

Goodman Masson
Closing date
11 Dec 2021

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Contract Type
Full Time
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Our client is an award-winning independent boutique wealth planner based in London. In this position, you will provide a holistic financial planning service to high-net-worth clients alongside the financial advisers.

  • Attending client meetings with the financial advisers.
  • Communicating with clients regarding their financial plans and objectives.
  • Building cash flow models specific to individual clients.
  • Continuously reviewing client financial plans and circumstances.
  • Clarifying technical information as well as legal and regulatory changes from internal and external sources.
  • Ability to handle demanding clients and develop/maintain your relationship with these clients.

Key Competencies:
  • Efficient, organised, and able to meet pressing deadlines.
  • Problem solving mindset with the capability to embrace this position quickly.
  • Ability to build strong working relationships with the financial advisers, to whom you will provide technical support.
  • Attentive to detail and an analytical individual.
  • Excellent written and verbal communication skills as well as the ability to deliver information with clarity.

Experience & Qualifications:
  • 5+ years of experience within the financial services industry.
  • Previously in a paraplanning position dealing with HNW clients.
  • Chartered Financial Planner status with the CII.
  • A key understanding of portfolio construction and asset allocation.
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