Paraplanner

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View more categories View less categories Sector: Legal Contract Type: Permanent Hours: Full Time

Who we're looking for

We are seeking a Paraplanner to join our Wealth Planning team at Cazenove Capital, part of the Schroders group.

About Cazenove Capital

We serve private individuals, families, and charities. As part of Schroders, a FTSE-listed global investment manager, we assist clients worldwide in investing to meet their goals and ambitions.

About Schroders, our parent company

Schroders is a global investment manager helping institutions, intermediaries, and individuals invest for the future. With around 6,000 employees across six continents and over 200 years of history, we adapt to societal and technological changes while maintaining our commitment to client and societal prosperity.

The team

The Wealth Planning team includes Wealth Planners, Paraplanners, and Client Support Executives. Each Paraplanner supports two Wealth Planners and is involved in client meetings and technical discussions, ensuring high-quality service and client satisfaction.

What you'll do

• Assist Wealth Planners in managing client needs and solutions.
• Build trustful relationships with clients, occasionally attending meetings.
• Draft client correspondence and conduct research for planning options.
• Handle administrative tasks like letters, client onboarding, and compliance checks.
• Respond promptly to client inquiries and coordinate with insurance providers.
• Maintain knowledge through professional development and embody Schroders' core values.

The knowledge, experience, and qualifications you need

• Proficiency in Microsoft Office Suite.
• Interest and understanding of wealth management and financial planning.
• Experience in financial services, preferably with HNW clients.
• FCA Level 4 RDR qualification or equivalent.

Additional helpful skills

• Familiarity with fund management, IFA, or life insurance industries.
• Educational background with at least 3 A-levels or equivalent.
• Knowledge of Intelliflo Office and The Exchange.

What you'll be like

• Professional, organized, and proactive.
• Presentable with excellent communication skills.
• Numerate with strong analytical skills.
• Ability to build relationships and a willingness to learn.

Our commitment to diversity and inclusion

We value diversity of thought and an inclusive culture, making Schroders an equal opportunities employer. We welcome applicants regardless of age, disability, gender identity, religion, sexual orientation, socio-economic background, or other protected characteristics.