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Paraplanner / Wealth Manager

Job Title: Paraplanner / Wealth Manager
Contract Type: Permanent
Location: Putney
Industry:
Salary: 30000
Start Date: ASAP
Reference: 089329023
Contact Name: Rupert
Contact Email: rupert@upgraderecruitment.co.uk
Job Published: November 21, 2016 16:27

Job Description

An independent consultancy who provide expert advice on employee benefits for companies and wealth management for individuals are looking to hire a Wealth Manager / Paraplanner to join their team in SW London.

The company have experienced quick growth over the past five or six years as a result of the success of the corporate side of the business, which has benefited from outstanding levels of service at a fair price for their clients.

As the successful Paraplanner/Wealth Manager you will be responsible for supporting and growing the Wealth Management business, and have a proven ability to build client relationships, research investments and support campaigns.

  • Prepare quarterly investment report and market summaries for publishing
  • Keep records of portfolio performance (for use in quarterly reports).
  • To prepare and propose changes for the firm’s quarterly tactical asset allocations for discussion. This should follow the firm’s investment methodology.
  • Research and give feedback on new investment opportunities.
  • Meeting clients alongside an adviser to conduct annual reviews.
  • Educate clients and answer questions about investment options and potential risks as necessary
  • Preparing suitability letters and annual wealth management reviews.
  • Ensure client records are up to date
  • Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children
  • Fund switching and rebalancing of client portfolios.
  • Maintain knowledge of changes in investment legislation and ensure this is adhered to.

In return you will be offered great exposure, a salary of £30k per annum + quarterely bonuses.

The role is Monday to Friday 9am - 5.30pm and there is some flexibility with working from home for the right person