Wealth Analyst Paraplanner

London, United Kingdom

Wealth Analyst Paraplanner

London, United Kingdom

Join us as a Wealth Paraplanner

  • You’ll be supporting wealth managers to provide high quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
  •  Hone your interpersonal and team skills as you build and maintain strong relationships with our advisors and support staff
  • If you have a passion for investments and financial planning products as well as a real customer focus this is an excellent opportunity to grow your career with us at Coutts

What you'll do

We’ll look to you to demonstrate outstanding client service, professionalism and risk management. You’ll be proactively assisting Wealth Managers to manage the growth, profitability and business mix of their portfolios.

And, you’ll be ensuring the accurate and timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.

You’ll also be:

  • Preparing profiles, meeting notes, valuations, quotations, marketing and application materials
  • Taking responsibility for your own diary management and client documentation and administration, as well as providing support to the Wealth Managers to ensure we deliver high quality accurate advice
  • Keeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients

The skills you'll need

We’re looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products. You’ll need technical advice skills, including expertise in detailed client profiling, risk analysis, advice writing, and asset allocation as well as holding a CISI/CII Level 4 investment certificate or equivalent.

You’ll also demonstrate:

  • Good commercial acumen
  • Superb attention to detail
  • The ability to clearly articulate issues and solutions, and be challenging in a constructive way
  • Excellent time management and prioritisation skills
  • Strong IT and client database management skills

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 Disability Confident Scheme please contact us and we’ll do everything we can to help.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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