Senior Paraplanner, Wealth Manager Senior Paraplanner, Wealth Manager …

Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 16 Nov 21
GBP50000 - GBP70000 per annum
Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 16 Nov 21
GBP50000 - GBP70000 per annum
Senior Paraplanner, UK Wealth Manager, London Salary - £50,000 - £70,000 (depending on experience) + discretionary bonus + benefits

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.
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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