Senior Paraplanner

As a Senior Paraplanner, you will be an integral member of the Asset Review Team. You will be supporting a large team of Financial Advisers through research, calculations and report writing, working to strict deadlines and the regulatory framework in a timely manner. You will receive structured training and have clear development objectives that you will be expected to meet.

 

Key responsibilities:

 

  • Preparing recommendations for replacement business including complex DBS, Gift plans, International bonds, pensions, EIS, VCT, ISA's and drawdowns.

  • Undertaking thorough technical analysis to support advice given by the Financial Advisers

  • Offering ongoing technical assistance to Advisers and wider paraplanning team

  • Understanding client's assets and the benefits/ implications these may have on their estate

  • Identify and obtain the information necessary to compile financial cashflow forecast

  • Prepare client applications and suitability letters in accordance with the agreed recommendations as well as compliance requirements

  • Liaising with the admin teams to ensure all compliance documents are in order before report writing can commence


Skills and qualities:

  • Must hold Level 4 CII Diploma in Regulated Financial Planning or equivalent

  • High level of technical knowledge; Defined Benefits exposure, GAR, GMP, RST

  • Good understanding of complex cases; offshore bonds, Trust plans

  • Proven experience of going above and beyond to meet highest standards of service for clients

  • Articulate and able to produce detailed and accurate work

  • Excellent report and letter writing skills

  • Ability to multi-task and prioritise effectively

  • Experience in writing complex and detailed reports for cases


Remuneration & benefits:

  • Competitive salary

  • Annual Bonus

  • Pension after qualifying period

  • PMI after qualifying period

  • Babylon Health Subscription

  • Travel to work schemes

  • Birthday Lie In

  • Generous holiday allowance

  • Ad-hoc incentives; individual, team and company

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 

Application Process:

To apply for this role, please click here.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. By applying for this role, you confirm that you have the right to work in the UK.

 

 

Associate Adviser Training Programme

  1. Are you good with people?

  2. Are you self-motivated and hungry for success? 

  3. Do you want to build a long-term career in the financial industry?

 

If the answers are all yes, then you could be the perfect fit for our Associate Adviser Programme.

 

We may be biased, but we are pretty confident you won't find a better place to harness a career as a Financial Adviser. 

 

The Programme:

Our Associate Adviser programme prepares and develops you for a long-term career as a Financial Adviser. You will gain critical client experience, complete you’re the level 4 Diploma in Regulated Financial Planning, learn how to give sound financial advice, and build your own client base. You will work exclusively with an experienced Financial Adviser, whilst receiving training from all areas of the business. Once you have completed the programme, you will have an uncapped earnings opportunity and the ability to build your own client base with lots of support. 

 

What we are looking for:

Bright, self-motivated individuals who have an entrepreneurial spirit. Some experience of working in a professional office environment is essential and ideally in the financial sector. The key to being a successful Financial Adviser is being able to build great relationships and so good communication skills are vital. Equally, having a strong desire to succeed, being proactive and demonstrating a solid numerical acumen are extremely important.

 

Remuneration:

  • Competitive salary whilst completing the programme

  • Discretionary annual bonus 

 

Benefits:

  • Exam support

  • Competitive holiday allowance

  • Pension

  • PMI

  • Birthday lie in

  • Company paid incentives 

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 

Application Process:

To apply for this role, please click here.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. By applying for this role, you confirm that you have the right to work in the UK.

Administrative Assistant

 

The Role:

 

This is a brilliant opportunity for a highly organised and efficient individual to assist several Financial Advisers of a fast - growing wealth management company. The role responsibilities range from providing support to Financial Advisers as well as to the clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond.

 

The Company:

We are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients’ desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success.

 

Key responsibilities include:

  • Performing all onboarding tasks

  • Performing AML checks

  • Managing admin queries

  • Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database.

  • Managing new business submissions – submit applications and manage cases to completion.

  • Chase clients for funds, applications, and any required documentation to enable business to be submitted.

  • Preparing and writing Suitability Letters for new investments.

  • Managing pipeline for business submitted not yet issued

  • Managing e-greeting cards/Birthday cards

  • Managing post

  • Liaise with advisers/admin centres/third party providers on any business submission or admin queries

  • Action surrenders/encashments/premium amendments

  • Maintain accurate and up to date client information.

  • Help to run a paperless office e.g. scanning documents and loading client information onto the digital database.

 

Must have the following qualities:

  • Attention to detail with absolute precision.

  • Analytical and logical approach.

  • Professional, friendly and approachable manner to clients and colleagues, as well, at times be the first point of contact to clients, colleagues and providers.

  • Able to work off own intuition.

  • Highly motivated.

  • Understand the frequently changing needs and demands of high net-worth clients.

  • Broad experience of Microsoft Office (Word, PowerPoint, Excel).

  • You will have experience in areas such as administration, team administrator, administrative assistant, client care, client servicing and some industry experience.

 

Salary and Additional Benefits:

  • Competitive Salary

  • Annual Bonus

  • Pension after qualifying period

  • PMI after qualifying period

  • Child credits

  • Travel to work scheme

  • Ad-hoc incentives

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 

Application Process:

To apply for this role, please click here.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. By applying for this role, you confirm that you have the right to work in the UK.

Tax Assistant

The Role: 

Your role will be to provide administrative support to Tax Advisers within a successful and growing wealth management business. You will also have the opportunity to develop and gain the necessary qualifications to become a practitioner yourself. Your support will be integral to the Tax Tam and the business as a whole in achieving its monetary, client servicing and growth objectives.

Key responsibilities:

  • Assisting with the preparation of basic Tax Returns for clients with simple tax affairs.

  • You will take full ownership administrative duties, including but not limited to chasing clients, checking tax codes, ensuring EIS information is up to date and relevant.

  • You will be in regular contact with clients from the initial stages of the Tax Return process, which involves booking the client for a meeting with their Tax Adviser, through to the information gathering phase and the final submission of their Tax Return to HMRC on receipt of approval.

  • You will build a rapport with your Tax Advisers client base, and ensure you maintain regular communications with them including, but not limited to notifying clients of upcoming tax payments in January and July.

  • General office admin, diary management, scanning and filing.

Training & Development:

You will receive full training in all of the above as well as the fundamentals of the UK Tax system. There is the potential to gain the ATT qualification and become a member of the Association of Taxation Technicians (ATT).

Requirements:

Your experience should include the following:

 

  • Proven IT skills, ideally in the following systems; Word, Excel.

  • Strong numerical and analytical skills.

  • Proven prioritisation, time management and organisational skills.

  • Experience of delivering accurate and thorough work.

  • Reliability in customer service and problem-solving skills.

  • Proactive, self-motivated and able to take responsibility for own work under own initiative.

  • Able to work to strict deadlines.

  • Strong team working skills, able to build and maintain trusted relationships with both clients and colleagues.

  • Excellent communication skills (verbal and written) and the ability to liaise confidently and professionally at all levels.

  • Efficient management of client documents, using paper and electronic filing.

Remuneration and Benefits:

 

  • Competitive Salary 

  • Annual Bonus

  • Pension after qualifying period

  • PMI with Bupa after qualifying period

  • Babylon Health subscription

  • Financial qualification assistance 

  • Travel to work schemes

  • Birthday Lie in

  • Generous holiday allowance

  • Ad-hoc incentives; individual, team and company

  • Gym and active discounts

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 

Application Process:

To apply for this role, please click here.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. By applying for this role, you confirm that you have the right to work in the UK.

 
 
 
 
 

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2020 FLM Ltd. 

FLM is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.