November 2018
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Associate Paraplanner

London (Central)

Salary dependent on experience

London Wall Partners is an independent financial advisor to private clients, families, estates, trusts and charities. Its sole focus is to provide independent advice to clients on all aspects of financial planning and investment management, and to offer strategy implementation and best-in-class monitoring and reporting. It is a dynamic and fast-growing firm with a leadership team with decades of investment and client advice experience as well as a strong and vibrant cadre of associates and assistant financial planners. London Wall Partners operates on a fully transparent fixed fee basis, giving clients a clear and simple view with no hidden fees or charges meaning the firm can truly show their commitment to the best interests of their clients and being a genuine trusted custodian for their wealth.

Recruiter

London Wall Partners LLP

Posted

31 October 2018

Closes

Sector

Investment, Pensions, Tax, Wealth Management

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

London Wall Partners are searching for talented, driven candidates looking to further their existing career as paraplanners in client advice, in a fast-growing and unique whole market advisory firm. This exciting sector of financial services offers a rewarding career combining the soft skill set of client relationship management, a logical and analytical mindset required for investment advice and financial planning and the organisational nous to help run an investor relations team. The successful applicant’s primary focus would be aiding the firm’s Client Advisers in delivering a high quality, independent financial advice service to clients, encompassing investment management, pensions, trusts and estate planning. They would be expected to work alongside a Client Adviser and Director and help them to manage the adviser team, client deliverables and internal reporting. Furthermore, they would be expected to gain an understanding of and adhere to the ethos, culture and mission of London Wall Partners. The firm offers comprehensive academic and on-the-job training to develop the talent and knowledge of its staff as they work to become qualified financial planners and long-term members of the team.

Requirements

• RDR-compliant base qualification (CII Diploma in Regulated Financial Planning or equivalent) is required
• Further qualification (CII Advanced Diploma in Financial Planning or equivalent) is welcomed
• Comprehensive knowledge of:

o Financial services, regulations and ethics
o Investment principles and risk
o Securities and derivatives investments
o Personal taxation
o Pensions and retirement planning
o Financial protection and planning

• Impeccable values and integrity
• Strong academics, especially in mathematics
• Excellent communication skills
• Strong leadership and management skills
• Proactive approach with strong sense of initiative
• Flexibility
• Drive and determination
• Attention to detail
• Ability to work under pressure and to tight timescales
• Reliable team player
• Planning and organisational skills
• Business and commercial awareness
• Enquiring mindset
• Knowledge of MS Office suite, especially Excel spreadsheets and production of Management Information (MI)

Specific Tasks / Responsibilities

• Assisting Client Adviser

o Building client relationships, deputising for Director or Client Adviser as required
o Attending meetings with clients and prospective clients
o Minute taking and managing resulting actions for client and prospect meetings
o Responding to client enquiries
o Drafting and reviewing client reports
o Drafting and reviewing other client advice
o Ensuring client-related workstreams are completed on time, helping to manage a team of Assistant Financial Planners and reporting progress and issues appropriately
o Assisting with client prospecting and client research

• Giving training to other Associates or Assistant Financial Planners on areas of expertise
• Completing training following a structured learning and exam programme to attain Chartered Financial Planner status
• Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures

EMAIL RECRUITER

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