Paraplanner

Salary not available. View on company website.

Schroders, Bristol

Full time
Permanent
Onsite working

Posted today, 16 Oct | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 7d56a905a9274d64a9440d32eb236cf2

Schroders

Full Job Description

Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions;
Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with the clients;
Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and to strengthen relationships with clients;
Take responsibility for the timely drafting of client reason-why letters;
To assist the Wealth Planners in assessing and researching options and solutions for clients;
Handle other administrative duties promptly. This would include letters, new client take-on forms, preparation of advisory correspondence / annual reviews and assisting with proposal preparation;
To react to all client-related enquiries in a timely manner and maintain a record of responses;
Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information;
Check that new business and client files are compliant and in line with Cazenove Capital's procedures;
Work closely with the Wealth Planning support team and delegate administrative work as required;
Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable and
Embody the core Schroders'values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

Good working knowledge of Microsoft Word, Excel and PowerPoint;
A keen interest in and a good understanding of the Wealth Management and financial planning industries;
Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base;
FCA approved Level 4 RDR compliant qualification in financial planning or equivalent
Familiarity with the fund management, professional advisory, IFA or life company industry;
Minimum 3 'A' levels or equivalent;
Good understanding of Intelliflo Office and The Exchange.
Professional, organised and motivated self-starter;
Presentable with a client-facing demeanour;
Strong interpersonal and verbal/written communication skills;
Excellent analytical ability;
High level of numeracy;
Ability to form strong working relationships with colleagues at all levels;
Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

About Schroders