Job description

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  • Location:
    Cheltenham
  • Employee Type:
    Fixed Term Contract
  • Department:
    Financial Planning
  • Division:
    IW&I
  • Employment Type:
    Full time
  • Salary:
    Competitive

Paraplanner (12 month FTC) (3779)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role:  Paraplanner (12 Month Fixed Term Contract)

Location: Cheltenham

Role Purpose

To support a growing Financial Planning Team with technical suitability report writing, client servicing and compliance requirements. You will support a team of Financial Planners, working alongside existing paraplanning and admin support, whilst also working as part of the larger office team consisting of Investment Managers and administration/ support staff.

This is an opportunity to join a highly professional, friendly, close knit team, working in a supportive environment, evidenced by the long tenure of our staff. We encourage professional and personal development, supporting further study and professional qualifications.

Key tasks

  • To write highly technical client reports and detailed suitability letters, including client reviews, within agreed timescales/ quality standards.
  • Conduct necessary product research.
  • Liaise with Planner, FP Admin and product providers to prepare documentation and illustrations for meetings and reports.
  • To facilitate the smooth processing of new and existing business.
  • To provide close effective technical and administrative support for the Financial Planning team.
  • To assist with monitoring the performance and work throughput of local administrators, ensuring standards are maintained and deadlines are met.
  • To build and maintain two–way business relationships with Investment Managers and help maintain relationships with existing clients.
  • Ensure compliance standards and organisational requirements are met throughout the FP Department at all times and assist with the monitoring of standards.
  • Liaise with other Investec teams with FP interdependencies, i.e. FP Admin and SIPP Admin.
  • Manage clients' expectations and communicate progress to both them and Investment Managers by acting as point of contact for new and existing clients/introducers.
  • Maintain a detailed up to date knowledge in all aspects of Financial Planning by keeping CPD records.
  • Liaise with other Paraplanners at Regional Offices.

Knowledge and skill required 

  • Must have detailed knowledge of pensions with a strong emphasis on SIPP.
  • Estate planning knowledge desirable, with a working knowledge of IHT essential.
  • CII Diploma in Financial Planning or equivalent desirable.
  • Must have previous experience within an IFA or Wealth Management company. 5 years plus desirable.
  • Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels.
  • Able to constructively challenge and drive outcomes.
  • Excellent written and verbal communication skills
  • Excellent time management and able to manage competing priorities and a demanding workload
  • Excellent working knowledge of Microsoft Office, Word, Excel and Outlook
  • Some supervisory experience desirable ie workload distribution within a team and developing work flow methods.

Behaviours and Personal Attributes

  • Professional manner and strong client focus
  • Calm and methodical approach to work
  • Willing and able to work on either own initiative or cohesively and selflessly within a team environment.
  • Highly analytical and focused on attention to detail

Must be able to demonstrate the Investec values

  • We demand cast iron integrity in all internal and external dealings, consistently and uncompromisingly displaying moral strength and behaviour which promotes trust
  • We will break china for the client, having the tenacity and confidence to challenge convention
  • We show concern for people, support our colleagues and encourage growth and development
  • We thrive on change, continually challenging the status quo and recognising that success depends on flexibility, innovation and enthusiasm in meeting the needs of our changing environment
  • We believe that open and honest dialogue is the appropriate process to test decisions, seek consensus and accept responsibility
  • We are creative individuals who co-operate and collaborate unselfishly in pursuit of Group performance
  • We respect the dignity and worth of the individual and embrace difference through openness and by the sincere, consistent and considerate manner in which we interact
  • We require talented people with passion, energy and stamina who exercise common sense in achieving effective performance in a high pressure, multitask environment
  • We promote entrepreneurial flair and the freedom to operate within the context of risk consciousness, sound judgment and the obligation to do things properly

 
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Location
Cheltenham
Festival House , Jessop Avenue , Cheltenham, UK, GL50 3SH
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Meet the recruiter

Keeley Fitzsimmons

https://www.linkedin.com/in/keeley-fitzsimmons-736a1658/

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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance