Are you level 4 qualified and looking for a new opportunity that will enable you to be more directly involved in dealing with clients as part of an advice team? Would you like to join a progressive boutique wealth management firm known for putting client service at the core of everything it does? Are you passionate about people, technical advice, research, and analysis and want the opportunity to have much more client facing responsibility in your position?
We have a fantastic opportunity for an enthusiastic technician with outstanding people skills to play a crucial team role alongside two highly experienced advisers. You may be thinking that this is just a paraplanner role, but it is much more than that! It's a supercharged paraplanner meets a top client account manager of a private bank type role and it's the level of client care and contact that makes this role stand out. At KMD there is no hierarchy when it comes to managing client relationships, we do it together and this role plays an integral part.
If you excel in client management skills and progress to Chartered Status, a clear path into advising without sales targets could be a long term option if you choose it.
Working with two advisers, the duties of this role centre around paraplanning, ensuring an outstanding client servicing experience and acting as the first point of contact assisting clients with all their needs (delegating to other team members as necessary). There will be extensive client communication, you will attend client meetings and your job will be to know everything that's going on with each client.
You will be responsible for preparation of regulated financial advice, generation of clear, technically accurate, concise and compliant financial planning reports and cashflow forecasts and overseeing timely implementation of agreed actions.
We are looking to talk to level 4 qualified candidates from any financial services background. You could be working as a paraplanner at another financial planning firm but, equally, you could be employed at a provider, other investment or wealth management business, platform or network. You might even be working as an adviser and wishing to take a slight change in direction. If you are a level 4 qualified enthusiastic technician with outstanding people skills, we want to hear from you!Benefits
Discretionary annual bonus, 25 days holiday (full-time hours), Group Life Assurance scheme (4 x Salary), Group Income Protection scheme, Auto-enrolment scheme, Support with professional qualifications, support with career progression if desired.
Comfortable offices with free on-site or close parking.
- At least 3 years financial planning experience.
- The Diploma in Regulated Financial Planning or equivalent level 4 qualification.
- Excellent knowledge of financial planning tools and modelling software.
- Excellent communication skills (both written & verbal) with the ability to establish and maintain strong client relationships and inspire confidence.
- Ability to assimilate technical information into an understandable format for clients
- Have strong skills in the areas of attention to detail, numeracy, planning, organisation, prioritisation and the ability to use your judgement and experience when speaking to clients.
KMD is a well established Chartered private wealth management firm with offices in Stansted (head quarters), Cambridge and London. We are known for strong client relationship focus, which is at the heart of everything we do. We have a loyal and friendly team of highly qualified and professional experts who are all encouraged to meet their full potential.
KMD was established by Kevin Deamer, who built the company around the fundamental principle of building close relationships that permit both openness and debate. The firm guides, advises and works with clients over the long-term assuming the role of a collaborative financial partner. We have a team of nearly 20 talented and carefully selected individuals, and we offer a range of true wealth management solutions that cover comprehensive financial planning and investment management.
Are you the supercharged paraplanner meets a top client account manager of a private bank person we are looking for?
Keywords: Paraplanner, Report Writer, Suitability Reports, Client Service, Client Relationships, Cashflow, Investment, Pensions, Chartered, Certified, Trainee Adviser, Trainee Financial Planner, Junior Adviser, private banking, banker, Adviser, CII, DIpFA
We are using a third-party recruiter to assist us with this role. Please apply through the advert if you are interested. No agencies please.