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Job Reference:

bbbd581eec50

Job Views:

11

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.

Responsibilities:

• Support clients/advisers by researching and analysing clients’ requirements.
• Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
• Deal effectively with queries from clients and other parties through effective communication.
• Prepare client meeting files including any compliance required documentation.
• Help clients better understand the full potential of products.
• Provide client/adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders, DB schemes.
• Provide support as required to all departments within the Practice, including the Management team.
• Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards.
• Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
  
• Previous experience in operations management in a wealth management environment
• Microsoft Word, Outlook
• Client Relationship Management Software experience (ideally Salesforce would be an advantage)
• Organised and tidy, with strong attention to detail
• Confidently working with total discretion
  

Training on telephone and inhouse computer systems will be given.