Paraplanner

Description

As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed.

The Role

• Drafting compliant suitability reports using templates where applicable.
• Preparing client portfolio review analysis.
• Conducting fund and product research.
• Reviewing letters.
• Overseeing the implementation of investments.
• Cash flow modelling.
• Attending client meetings.
• Coordinating with team Administrators to ensure client administration is up to date and providing support as necessary.

Qualifications

The Requirement

• You should be qualified or working towards Diploma Level 4, as a Paraplanner.
• Strong experience is essential, and you must be able to work efficiently and independently in a small team environment.
• Excellent time management skills, with the ability to meet strict deadlines.
• Ability to work without close supervision.
• Strong core IT skills, with experience in Intelliflo, FE Analytics, Morningstar Adviser Workstation, Voyant, and Microsoft Office.
• Excellent verbal and written communication skills.

Opportunity: This is a fantastic opportunity for a Paraplanner with high standards looking to further develop their career. You will join a close-knit team that works together and supports each other to deliver the advice and guidance that clients expect. WTW will support you with study and exams.

Benefits: The company offers an attractive Full-Time Equivalent salary based on experience and qualifications, along with a range of benefits associated with a large employer, including a generous employer pension contribution and private medical insurance.

Work Environment: The role is a full-time position based in either our London Lime Street or Reigate office. The company operates a hybrid work pattern, allowing for some homework, although office attendance will be required for client and team meetings. For the right candidate, we are open to considering a part-time role with a minimum of 25 hours per week (pay pro-rata).