Wealth Management Executive/Paraplanner

This Berkswell opportunity is built around supporting the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. It would suit someone who can bring strong professional approach to the role.

How the role is set up

Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely. We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team.

Where someone would start

Supporting the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. Preparing client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. Preparing new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.

What helps someone build confidence

Strong professional approach.

What is expected

• Previous experience in operations management in a wealth management environment.
• Client Relationship Management Software experience (ideally Salesforce would be an advantage).
• Training on telephone and inhouse computer systems will be given.

Job details

• Additional detail: Flexible working options may be available.