Address
Form of workAbout the role
Join us as a Wealth Paraplanner
- You’ll be supporting wealth managers and specialists to provide high quality advice to our clients relating to wealth structuring, investments, offshore and onshore bonds and protection
- You’ll be delivering and supporting outstanding client service, making sure that you work with high levels of professionalism and risk management
- If you have a passion for investments and financial planning this role could be a major stepping stone into a rewarding career path, as we’ll support you with professional training and development allowing you to grow your career with us at Coutts
What you'll do
As a Wealth Paraplanner, you’ll be managing the investment and relationship needs of our clients, with the guidance and supervision of a regulated wealth manager. You’ll be ensuring the accurate and timely completion of clients’ wealth management and financial documentation. And you’ll be proactively assisting wealth managers to manage the growth, profitability, and business mix of their portfolios.
You’ll also be:
- Using your experience and expert knowledge to research, analyse data, draft reports and client briefs for managers to review, approve and sign
- Preparing client documentation and administration and liaising with private banking colleagues
- Identifying opportunities for new and existing clients and maintaining the ongoing management of the existing client book
The skills you'll need
To be successful in this role, you’ll hold a CISI Level 4 certificate or equivalent, along with experience of supporting a wealth manager. We’ll be looking for excellent client service skills, so you’ll also need strong communication and interpersonal skills. Additionally, you’ll need to demonstrate technical knowledge of investment and financial planning products.
We’ll also look for you to have:
- Expertise in detailed client profiling, risk analysis and asset allocation
- The ability to clearly articulate issues and solutions and challenge in a constructive way
- Strong attention to detail, as well as analytical and lateral thinking skills
- Highly numerate with excellent time management skills
- Commercially minded with a flexible, driven and team focused approach to work
If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the please and we’ll do everything we can to help.
