Paraplanner - Wealth Manager Paraplanner - Wealth Manager …

Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 15 Oct 21
Negotiable
Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 15 Oct 21
Negotiable
Paraplanner - Wealth Manager, London Competitive base + bonus + benefits Our client is partnered with one of the UK's leading Wealth Management firms. Due to a significant growth period, they are expanding their team in London. They are looking for a paraplanner to join their team and provide increased support to wealth managers.

The Role:

  • Work with the wealth managers to discuss client objectives and growth plans.
  • Undertake financial analysis and produce reports to discuss with the adviser.
  • Continuous maintenance of client relations including producing annual reports to present to clients in yearly review meetings.
  • Give continuous updates to senior team members on structured growth plans for clients.
  • Guide junior members of the team on daily procedures.
  • Keep up to date with legal and technical changes to ensure the company's regulations are current.
  • Work as a key part of a collaborative team to develop your knowledge.

Requirements:

  • Previous paraplanning experience.
  • Level 4 Diploma in Financial Planning would be beneficial.
  • Excellent numerical, written, and communication skills.
  • An adaptable and problem-solving mindset working within a fast-paced environment.
Company Overview

With a team of over 200 and growing every day, Goodman Masson is one of London’s specialist Finance and Technology recruitment businesses. Voted ‘Best Recruitment Company to Work For’ in 2018, our passion for what we do is clear.

Based in London, Düsseldorf and New York, we hold annual revenues exceeding £42 million. This includes Qualified & Part-Qualified / Transactional Finance, Actuarial & Investment Management, Audit, Banking Operations, Compliance & Financial Crime, Front Office, Housing Development, Information & Cyber Security, Technology, Digital & Data, Product Control & Valuations, Projects, Change & Transformation, Risk & Regulation, Tax and Treasury.

We also have a Solutions team who provide RPO, hybrid and volume recruitment services. Alongside this, Goodman Masson have developed an Executive Search team who focus on sourcing C-suite talent to fee earning Legal partners.

 

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