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Our team of Wealth Planners provide a financial advisory service to clients and prospective clients of Cazenove Capital's Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to Cazenove Capital's offering to their clients and is often the starting point for new clients of the business.
We are looking for a Paraplanner to join our Wealth Management office in Edinburgh. The overview of the role is as follows:
to assist our Edinburgh office and Bob Hair in managing clients' planning needs and solutions;
to be an additional point of contact at Cazenove Capital when Bob Hair or the portfolio managers in Edinburgh are unavailable;
to develop a relationship of trust with clients;
to attend client meetings with Bob Hair and gain a broad understanding of the advisory process;
to strengthen Cazenove Capital's relationships with clients;
to keep detailed meeting notes of key issues discussed;
to be responsible for the timely drafting of client advisory letters to be signed off by the relevant authorised advisory personnel;
to maintain asset and income schedules for all advisory clients, including large family groups and individual clients and share these within the firm where required;
to assist Bob Hair in assessing available options and solutions for clients;
to handle other administrative duties in a timely manner. This would include letters of new client take-on forms, preparation of advisory correspondence / annual reviews and assist in proposal preparation;
to be able to provide basic financial planning advice to clients (when assessed as competent to do so) under guidance of the Wealth Planning Director;
to react to all client related enquiries in a timely manner and maintain a record of responses;
to deal with insurance companies as required to obtain client policy information or new illustrations and product information;
to check that new business and client files are kept compliant and in line with Cazenove Capital's documented procedures;
to deal with the Wealth Planning support team and to delegate administrative work as required.
Professional, organised and motivated;
Strong interpersonal and verbal/written communication skills;
Very presentable with client facing demeanour;
High level of numeracy;
Good understanding of IRESS Advisor Office software and The Exchange systems;
Good level in Microsoft Word, Excel and PowerPoint;
A keen interest and a good understanding of the Wealth Management and financial planning industry.
Familiarity with the fund management, professional advisory, IFA or life company industry
Minimum 3 'A' levels or equivalent
Degree qualified or equivalent
Minimum of Level 4 RDR compliant qualification but ideally Chartered Financial Planner level or working towards Chartered status.
Experience of working within the financial services sector, ideally for a wealth management firm or financial advisory practice with HNW client base.