Job description

  • Location:
    Birmingham, Leeds
  • Employee Type:
  • Department:
    Financial Planning Team
  • Division:
    IWI Financial Planning
  • Employment Type:
    Full time
  • Salary:

Paraplanner (5710)

We're one of the UK's leading investment management companies, with responsibility for over £40 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 over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!


Location: Birmingham or Leeds

What you'll do:

To support the Financial Planning Team with report writing, client servicing and compliance requirements

  • To write 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.

What are we looking for?

  • Must have detailed knowledge of pensions, preferably with experience of Defined Benefit Transfers.
  • Experience with Cash Flow Planning Software
  • Estate planning knowledge desirable, with a good working knowledge of IHT.
  • CII Diploma in Financial Planning or equivalent desirable..
  • Must have previous experience within an IFA or Wealth Management company.
  • 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
  • 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


Close map
Colmore Plaza, Colmore Circus, Birmingham, UK, B4 6AT

Meet the recruiter

Jacob Bennett


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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