Company Overview
Enver Wealth Management Ltd is a reputable firm within the wealth management and financial services industry, dedicated to delivering tailored investment and retirement solutions to high net worth clients. As a highly successful Senior Practice and Appointed Representative of St. James’s Place Wealth Management Plc, we prioritize employee development and offer clear opportunities for career progression.
Summary
'Paraplanner' position available at our busy office located in Canary Wharf in GB. Join our friendly and inclusive team to support our mission of providing exceptional financial solutions and client service, contributing to our continued growth and success.
Responsibilities
- Provide high level technical paraplanning support to the Practice;
- Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
- Communicating with clients and other relevant parties to ensure the case is followed through;
- Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
- Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
- You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey;
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
- Assisting in the preparation of tax calculations where necessary;
- Preparing for and assisting with Client review meetings when required;
- Work within and stay up to date with template changes and advice notes.
Pay: £30,000.00 per year
Benefits:
- On-site gym
- Work from home
Application question(s):
- Do you have at least 12 months experience in a Wealth Management Role?
- Have you written a suitability letter in a Wealth Management role?
Work Location: In person
