Recruit Wealth are delighted to be representing a highly successful Wealth Management business based in Thames Ditton.
Our client provides a truly holistic service across financial planning, wealth management and investment management and have with an exciting opportunity for an experienced detail-oriented and proactive Paraplanner to support the wealth management team in delivering exceptional service to clients.
The successful candidate will play a key role in client servicing, portfolio administration, compliance, and operational support, ensuring seamless execution of day-to-day activities.
Key Responsibilities :
*Client Service & Relationship Support
*Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
*Maintain up-to-date client files, investment mandates, and regulatory records.
*Respond to client queries with professionalism and accuracy.
*Portfolio & Investment Administration
*Process investment instructions as instructed.
*Support preparation of portfolio valuations, performance reports, and investment proposals.
*Assisting IFA with research and running reports on FE
*Building suitability reports and preparing for client review meetings
*Organising fund values, LOAs and portfolio builds
*Operational & Financial Support
*Liaise with investment platforms to ensure accurate settlements and reconciliations, Process payments and transfers in a timely manner.
Compliance & Risk Management:
*Ensure all processes comply with regulatory requirements.
*Conduct AML, KYC, and due diligence checks in line with internal policies.
Administrative Support:
*Diary management
*Provide general administrative support to advisors.
Skills & Competencies:
*Familiarity with wealth management operations, compliance, and client servicing.
*Excellent attention to detail and accuracy in handling sensitive financial information.
*Strong organizational and multitasking skills in a fast-paced environment.
*Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM/portfolio management systems.
*Excellent written and verbal communication skills.
All applications will be considered by those who can evidence at least 2 years Paraplanning experience and Diploma Level 4 qualified.
Excellent salary, staff benefits and a professional, collaborative working culture are all available.
Flex/Hybrid working will be offered following full training. To be discussed at Interview.
Please get in touch with us here at Recruit Wealth for an immediate response to your application.