This job has expired

Senior Paraplanner, Wealth Manager

Employer
Goodman Masson
Location
UK
Salary
Competitive
Closing date
11 Dec 2021

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
You need to sign in or create an account to save a job.
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.

Role:
  • 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.
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert